Deals, Dips & Data: Market Pulse Today🌍📉

Rising geopolitical tensions, upcoming F&O expiry, and mixed global signals are creating a tense setup. However, there are silver linings—foreign fund inflows are picking up, and US-India trade talks appear to be moving in a positive direction. Policy moves from the RBI and fresh commentary on global trade are also in focus. Here’s a snapshot of the key drivers: Here’s what’s shaping sentiment: 🔺 Geopolitical tensions persist, weighing on investor confidence. 📦 US-India trade deal optimism offers some relief; talks progressing positively. 💼 Piyush Goyal explores UK ties to strengthen bilateral trade and investments. 📉 Private capex to dip 25% in FY26 – a worrying signal for long-term growth. ⚠️ MSMEs under pressure from potential reciprocal tariffs. 📋 India back on US ‘Priority Watch List’ over IPR concerns. 🌍 Global markets mixed: Weak China data + positive US trade news = confused sentiment. 💸 FIIs net buyers again: ₹2,474 crore inflow signals renewed foreign interest. 🏦 RBI OMO move: ₹1.25 lakh crore liquidity boost in May to ease system stress. 🌡️ Climate risk flagged by RBI: Rising borrower defaults linked to climate disruptions. 🎯 Market Outlook: Volatility likely. Watch for F&O expiry moves, US macro updates, and FII flows.