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Indian equity markets are likely to make positive start on Wednesday, despite weak cues from global markets ahead of the US Federal Reserve policy decision. Market participants are likely to take some support with India and the U.S. terming ongoing trade negotiations as positive and amid forward-looking; and agreed to accelerate efforts to reach a mutually beneficial trade agreement at the earliest. Additionally, some support may come from foreign fund inflows as foreign investors bought shares worth Rs 308.32 crore on a net basis on Tuesday.

Some of the key factors to be watched:

India set to attract investments worth Rs 80 lakh crore in coming years: Union Minister Sarbananda Sonowal has said that India is set to attract investments worth Rs 80 lakh crore, generate over 1.5 crore jobs, and accelerate green shipping practices in the coming years.

Positive discussions on trade deal with US officials: The Commerce Ministry said that the discussions with visiting US Chief Negotiator Brendan Lynch on the proposed bilateral trade agreement were positive and forward looking.

Record wheat output target set at 119 million tons: Agriculture Minister Shivraj Singh Chouhan said that the government has set a record wheat production target of 119 million tonnes for the 2025-26 crop year, marking a 3.47 per cent increase from the previous year.

India added 23 GW renewable capacity in April-August FY26: Union Minister Pralhad Joshi said that India added 23 GW of clean capacity in last 5 months of the ongoing fiscal, continuing its journey of achieving 500 GW renewable capacity by 2030.

Power stocks will be in focus: Rating agency ICRA highlighted that the regulatory assets (RA) position for seven state discoms remains elevated at around Rs 3 trillion.

On the global front: The US markets ended in red on Tuesday, as investors overlooked data that showed U.S. factory production unexpectedly increased in August and retail sales rose at a brisk pace for the third month in a row. Asian markets are trading mixed on Wednesday, ahead of Federal Reserve’s monetary policy announcement.

Back home, Indian equity benchmarks rebounded on Tuesday and ended with gains of over half percent, supported by favourable global cues on expectations of a 25 bps rate cut in the forthcoming US Fed policy decision and renewed optimism surrounding the resumed India-US trade negotiations. Finally, the BSE Sensex rose 594.95 points or 0.73% to 82,380.69 and the CNX Nifty was up by 169.90 points or 0.68% to 25,239.10.  

Some of the important factors in trade:

India's merchandise exports rise 6.71% to $35.1 billion in August: The commerce ministry in its latest data has showed that India's merchandise exports rose 6.71 per cent to $35.1 billion in August 2025 as compared to $32.89 billion in August 2024. Imports declined by 10.12 per cent year-on-year to $61.59 billion in August 2025 as compared to $68.53 billion in August 2024. 

Increased adoption of AI can add $500-600 billion to GDP by 2035: A NITI Aayog report said accelerated adoption of Artificial Intelligence (AI) across industries can contribute $500-600 billion to India’s GDP by 2035 on the back of increased productivity and efficiency in the workforce.

India farm growth highest globally: Agriculture Minister Shivraj Singh Chouhan said India's agriculture sector recorded a growth rate of 3.7 per cent during the first quarter of 2025-26, the highest globally and asserted that the government will continue prioritising farmers' welfare.

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