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Dalal Street week ahead: 10 key factors to watch

Indian equity markets are likely to stay cautious and rangebound in the coming week, with investors tracking a mix of domestic data, global cues and derivatives-related volatility.

Here are the 10 key factors likely to drive markets:

  1. Auto sales data (December)
    • Monthly sales numbers will offer insights into rural demand, festive traction and inventory trends
    • Auto stocks could see stock-specific action
  2. FOMC meeting minutes
    • Investors will look for clarity on the US Fed’s rate-cut trajectory
    • Any hawkish tone may impact global risk sentiment and FIIs
  3. Manufacturing PMI (India & global)
    • PMI data will be watched for signs of growth momentum and input cost pressures
  4. F&O monthly expiry
    • Expiry-led volatility likely in the initial part of the week
    • Sharp moves possible in index heavyweights
  5. Global market cues
    • Direction from Wall Street and Asian markets amid thinning year-end liquidity
  6. Crude oil prices
    • Movement in Brent crude will influence inflation outlook and oil marketing stocks
  7. Rupee movement
    • Currency trends remain key for IT, pharma and FII flows
  8. FII and DII activity
    • Continued monitoring of foreign fund flows, especially after recent selling bouts
  9. India VIX
    • Elevated volatility levels could cap upside and encourage stock-specific trading
  10. Corporate updates and earnings pre-buzz
  • Select stocks may react to pre-quarterly updates and management commentary

Market view

Experts expect limited upside, with investors adopting a wait-and-watch approach ahead of key global signals and domestic data, while derivatives expiry may keep markets volatile in the near term.

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