Opening Bell : Markets likely to make positive start amid strong global cues
Indian equity markets are likely to make positive start on Monday amid strong global cues. Traders are likely to take some support of U.S. Federal Reserve Chair Jerome Powell’s speech at Jackson Hole, which hinted at a potential interest rate cut at the Fed’s September meeting. However, gains may be capped by continued selling pressure from foreign portfolio investors (FPIs).
Some of the key factors to be watched:
Forex reserves rise by $1.4 billion to $695.1 billion: RBI data showed that India's forex reserves rose by $1.48 billion to $695.10 billion during the week ended August 15, 2025.
India negotiating FTAs with EU, US, Chile, Peru: Commerce and Industry Minister Piyush Goyal said that India is negotiating free trade agreements (FTAs) with several countries, including the European Union, the US, Chile, and Peru.
India, Australia conclude another round of talks for comprehensive trade pact: The commerce ministry said that India and Australia has concluded another round of negotiations for a comprehensive free trade agreement to strengthen economic ties between the two countries.
India keen to collaborate with South African pharma, food companies: Deputy Consul General in Johannesburg Harish Kumar said that Indian companies in the food and pharmaceutical industries are keen to collaborate with their South African counterparts.
CII suggests reforms in GST, trade policy, employment to achieve Viksit Bharat: CII has unveiled a reform roadmap to accelerate India's economic transformation, pitching for a simplified GST structure, expanded coverage to petroleum and real estate, rationalised tariff structure, national employment and gig economy policies.
On the global front: The U.S. markets ended in green on Friday, while Asian markets are trading in green on Monday, after Federal Reserve Chair Jerome Powell signaled the central bank could begin easing monetary policy next month.
Back home, Indian equity benchmarks fell sharply on Friday, snapping their six-day gaining streak, amid intense selling in Metal, Basic Materials and Banking stocks. Investors also turned their attention towards US Federal Reserve Chair Jerome Powell's forthcoming statements at the Jackson Hole Symposium.
Some of the important factors in trade:
India's GDP likely to be lower at 6.3% in FY26 over RBI's projection of 6.5%: SBI Research Report has said that India's economic growth is expected to be lower at 6.3 per cent in the fiscal year 2025-26 (FY26) compared to the Reserve Bank of India’s (RBI's) projection of 6.5 per cent.
Farm, rural inflation eases in July: Retail inflation for farm and rural workers eased to 0.77 per cent and 1.01 per cent in July from 1.42 per cent and 1.73 per cent, respectively, in June, according to data released by the Labour Ministry.
Inflow of foreign funds: Foreign institutional investors (FIIs) bought a net Rs 1,246.51 crore worth of Indian equities on Thursday, their largest single-day purchase since Aug 8, according to exchange data.
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