Markets Ahead: Investors Wary Of US Tariff Impact, Global Trends To Drive Sentiment
Global trends, developments related to the US tariffs, and trading activity of foreign investors will impact the sentiment in the equity markets in the coming week. Analysts noted that concerns are expected to escalate regarding the tariffs from Donald Trump’s administration, resulting in more volatility in the markets. Notably, in February itself, the NSE Nifty plunged close to 6 per cent or 1,383.7 points, while the BSE Sensex crashed 5.55 per cent or 4,302.47 points. Both the benchmark indices have taken a major hit from their earlier lifetime highs. The Nifty slumped 15.80 per cent from its all-time high of 26,277.35 on September 27, 2024, while the Sensex tanked 14.86 per cent from its record high of 85,978.25 reached on September 27 last year, reported PTI. Also Read : Stock Market Holidays: BSE, NSE To Remain Closed For 12 Days In March 2025, Check Full List Here Markets Expected To Remain Weak Ahead Elaborating on the expectations from the market, Vinod Nair, Head of Research, Geojit Financial Services, noted, “Investors will be closely watching key events, including the tariff policy, and jobless claims. In the near term, market conditions are expected to remain weak, with a gradual recovery anticipated as earnings improve from Q1 FY26 and global trade policy uncertainties subside.” Siddhartha Khemka, Head - Research, Wealth Management, Motilal Oswal Financial Services Ltd, said that investors will also keep a track of the HSBC manufacturing and services PMI data during the week. “We expect market to continue to trade with weakness due to weak global sentiments and lack of domestic triggers,” the expert said. The Statistics Ministry on Friday released economic data showing that the Indian economy grew by 6.2 per cent in the October-December quarter, however, the expansion came in lower than last year. Ajit Mishra, SVP, Research, Religare Broking Ltd, noted that currently the indices are dealing with concerns regarding the possibility of a trade war.
Global trends, developments related to the US tariffs, and trading activity of foreign investors will impact the sentiment in the equity markets in the coming week. Analysts noted that concerns are expected to escalate regarding the tariffs from Donald Trump’s administration, resulting in more volatility in the markets.
Notably, in February itself, the NSE Nifty plunged close to 6 per cent or 1,383.7 points, while the BSE Sensex crashed 5.55 per cent or 4,302.47 points. Both the benchmark indices have taken a major hit from their earlier lifetime highs. The Nifty slumped 15.80 per cent from its all-time high of 26,277.35 on September 27, 2024, while the Sensex tanked 14.86 per cent from its record high of 85,978.25 reached on September 27 last year, reported PTI.
Also Read : Stock Market Holidays: BSE, NSE To Remain Closed For 12 Days In March 2025, Check Full List Here
Markets Expected To Remain Weak Ahead
Elaborating on the expectations from the market, Vinod Nair, Head of Research, Geojit Financial Services, noted, “Investors will be closely watching key events, including the tariff policy, and jobless claims. In the near term, market conditions are expected to remain weak, with a gradual recovery anticipated as earnings improve from Q1 FY26 and global trade policy uncertainties subside.”
Siddhartha Khemka, Head - Research, Wealth Management, Motilal Oswal Financial Services Ltd, said that investors will also keep a track of the HSBC manufacturing and services PMI data during the week. “We expect market to continue to trade with weakness due to weak global sentiments and lack of domestic triggers,” the expert said.
The Statistics Ministry on Friday released economic data showing that the Indian economy grew by 6.2 per cent in the October-December quarter, however, the expansion came in lower than last year. Ajit Mishra, SVP, Research, Religare Broking Ltd, noted that currently the indices are dealing with concerns regarding the possibility of a trade war.
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