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Indian equity markets are likely to make positive start on Wednesday tracking gains in Asian peers amid uncertainties around global negotiations. However, some cautiousness may come amid continued foreign fund outflows, as foreign institutional investors (FIIs) offloaded shares worth Rs 8,009.56 crore on Tuesday. 

Some of the key factors to be watched: 

Private sector capex estimated to fall 16.5% in FY27: A government survey has said that capital expenditure by the private sector on acquisition of new assets is estimated to decline by 16.5 per cent to Rs 9.55 lakh crore in 2026-27. 

Exports grow at estimated 20% CAGR between FY24- 26 due to RoDTEP scheme: The report said that India's exports supported under the Remission of Duties and Taxes on Exported Products (RoDTEP) scheme are estimated to have grown at over 20 per cent CAGR between 2023-24 and 2025-26, despite global headwinds such as weak demand, freight volatility, rising protectionism and geopolitical uncertainties

Cooperative sector to play key role in realising developed India vision: Minister of State for Cooperation Gautam Kumar Dak said the cooperative sector would play a crucial role in realising Prime Minister Narendra Modi's vision of a developed India by 2047.

RBI injects Rs 55,837 crore in banking system through 3-day VRR auction: The Reserve Bank of India (RBI) has injected Rs 55,837 crore transient liquidity into the banking system through three-day variable rate repo (VRR) auction. The RBI injected the funds at cut-off and weighted average rates of 5.26 per cent.

Fertilizer stocks will be in focus: The government said that India's urea production stood at 275.75 lakh tonnes in the first eleven months of this fiscal. The country's urea production stood at 306.67 lakh tonnes in the entire 2024-25 fiscal. 

On the global front: The US markets ended in red on Tuesday amid rebound in oil prices as uncertainty continues about how long the war with Iran will last. Asian markets are trading in green on Wednesday despite the broadly negative cues from Wall Street overnight.

Back home, after witnessing a massive fall in previous session, Indian equity benchmarks rebounded sharply to end with solid gains on Tuesday, tracking a rally in Asian peers after US President Donald Trump announced a temporary halt on strikes targeting Iranian energy infrastructure. Finally, the BSE Sensex rose 1372.06 points or 1.89% to 74,068.45 and the CNX Nifty was up by 399.75 points or 1.78% to 22,912.40.

Some of the important factors in trade:

India-Russia committed to increase trade to $100 billion: External Affairs Minister S Jaishankar said that India and Russia need to address issues such as non-tariff barriers and regulatory impediments to increase the two-way annual trade to $100 billion by 2030, while reaffirming New Delhi's steadfast commitment to strengthening the long-standing partnership with Moscow.

China to recoup 2% share in Indian FDI after Press Note 3 changes: The report by Crisil Intelligence said the amendments to the 'Press Note 3' by the government will help China increase its share in the overall foreign direct investments attracted by India to 2 per cent levels. 

India needs to take proactive steps limit impact of West Asia crisis: The Reserve Bank's bulletin said India needs to closely monitor the evolving situation in West Asia and take proactive measures to limit the impact of spillovers, as the country is dependent on crude oil imports.

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