Indian equity markets are likely to make a negative start on Tuesday, as traders will be awaiting tangible progress in the ongoing US-Iran negotiations. Additionally, sentiments may remain downbeat as Foreign Institutional Investors (FIIs) remained net sellers on July 27, 2026, with a net outflow of Rs 1,688.23 crore.
Some of the key factors to be watched:
US, India expanding cooperation in defence, civil nuclear sector: US Assistant Secretary of State S Paul Kapur said the US and India are expanding defence and civil nuclear cooperation, including the adoption of trusted AI and other emerging technologies powering the economy.
Alternate fuel penetration in Indian CV industry to touch 40-45% by FY30: Rating agency ICRA said penetration of alternate fuels, including CNG/LNG and electric vehicles, in the Indian commercial vehicle industry is expected to touch 40-45 per cent by FY2030.
India needs 86 GW additional thermal power by FY36, 64 GW under works: The Minister of State for Power Shripad Naik said India needs to add 86,440 MW of thermal power generation capacity by 2035-36 and out of this, a total of 63,545 MW are at various stages of implementation.
No proposal for one-time waiver of loans of small, marginal farmers: Minister of State for Finance Pankaj Chaudhary said the government has no proposal for a one-time waiver of loans of small and marginal farmers.
Govt forms task force to boost Indian Toy Manufacturing: The government has set up a task force to identify ways to boost manufacturing and increase share of Indian toy sector to 5 per cent in the global market by 2032. At present, the share is 1.9 per cent of global trade.
On the global front: The US markets ended mostly in green on Monday as sharply lower oil prices eased inflation concerns, while losses in semiconductor companies weighed on the technology-heavy Nasdaq. Asian markets are trading mostly in red on Tuesday following the mixed cues from Wall Street overnight.
Back home, snapping their five-session losing streak, Indian equity benchmarks witnessed a strong rebound on Monday amid supportive global cues and encouraging quarterly earnings. Investor sentiment improved after crude oil prices declined sharply following reports of a temporary easing in geopolitical tensions in the Middle East. Finally, the BSE Sensex rose 776.01 points or 1.02% to 76,835.78 and the CNX Nifty was up by 228.50 points or 0.96% to 23,995.95.
Some of the important factors in trade:
Exports, employment to get boost under India-UK FTA: Industry body -- Associated Chambers of Commerce and Industry of India (Assocham), in a latest study, has said that the implementation of the India-UK Free Trade Agreement (FTA) is likely to boost India's exports to the UK to $115 billion by 2030 from an estimated $58 billion in 2025-26.
Govt remains engaged with US in framework of negotiating BTA: Minister of State for Commerce and Industry Jitin Prasada has said that the government is studying all the developments and remains engaged with the US in the framework of negotiating a bilateral trade agreement (BTA).
India, Israel deepen economic engagement with successful second round of FTA negotiations: The Commerce Ministry has said that India and Israel concluded the second round of negotiations for the proposed India-Israel Free Trade Agreement (FTA), with both sides making progress towards a balanced, comprehensive and mutually beneficial FTA. The four-day negotiations were held at Vanijya Bhawan, New Delhi, from July 20, 2026 to July 23, 2026.
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