Market Outlook: Cautiously Positive

The near-term market outlook remains constructively positive, supported by expectations of strong December quarter earnings. However, risks such as a widening Current Account Deficit and ongoing global trade uncertainties continue to warrant attention. This week, markets will closely monitor: • India–Russia economic developments • The US Federal Reserve’s policy decision • India’s CPI inflation print • Progress on India–US trade discussions • Trends in Foreign Portfolio Investment flows • Geopolitical developments • Key global and domestic economic data releases Overall, a data-heavy and event-driven week lies ahead, with both opportunities and risks shaping market sentiment.