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- Dalal Street Week Ahead: Budget 2025, Q3 Earnings, FOMC Meet, US GDP Among Key Factors To Watch, Sensex, NIfty
Mumbai2 days ago
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The stock market may see fluctuations this week. Budget 2025, the quarterly results of companies, domestic economic data, global economic data, FII-DII flow and upcoming IPO will be monitored by the market.
Factors that will determine the market move in this week…
Budget 2025
Everyone’s eyes are fixed on the budget 2025 presented on 1 February. Finance Minister Nirmala Sitharaman is expected to focus on measures that promote consumption and support economic development.
Experts believe that the fiscal deficit for FY 2025 will be 4.7–4.8% of GDP, while the budget estimate is 4.9%. The government has estimated its 4.4-4.5% for FY 2026. Prior to the budget, focus will be on PSU and Capex theme shares such as Railways, Defense and Capital Goods.
Quarterly results of companies
More than 500 companies will release the results of the December quarter this week. These include big names such as Coal India, Oil and Natural Gas Corporation, Tata Steel, Bajaj Auto, Bajaj Finance, Bajaj Finserv, Maruti Suzuki, Tata Motors, Larsen & Toubro, Adani Enterprises and Adani Ports.
In addition, many other big companies like Hyundai Motor India, Indian Oil Corporation, GAIL India, ACC, Ambuja Cements, Adani Total Gas, Adani Wilmer, BHEL, Suzalon Energy, TVS Motor and Adani Power will also release the third quarter results.
Domestic Economic Data
The financial deficit and infrastructure output data for December will come on 31 January. Apart from this, bank loan and deposit growth data for a time period ended on 17 January and Foreign Exchange Reserve data for the week ended on 24 January will also be released on the same day.
Fed Interest Rate and American GDP
Market participants at the global level will be eyeing the results of the first meeting of the US Central Bank of Federal Reserve in the new year 2025 and the advance estimates of the US GDP growth for the October-December 2024 quarter.
The economist hopes that the Federal Reserve will keep the Fed Fund rate in the range of 4.25-4.5% at the Federal Open Market Committee (FOMC) meeting on 28-29 January. Federal Reserve Chairman Jerome Powell indicated only twice the interest rates in the last meeting in 2025.
Apart from Fed’s decision, the market will also be eyeing the sale of new homes in the US, weekly data of jobs, personal income and expenses, real consumer spending data.
Jerome Powell, president of the US Federal Reserve. (File photo)
Global Economic Data
The market will also keep an eye on the flash data of GDP growth for the European Central Bank’s steps and the October-December 2024 quarter. Experts believe that European Central Bank will cut interest rates by 25 basis points in next week’s meeting. The minutes of the Monetary Policy Meeting of Bank of Japan to be held on 29 January will also be monitored.
FII-DII फ्लो
The market will also keep an eye on the activity of Foreign Institutional Investors (FII). They are continuously selling in India despite a decline in American bond yield and dollar index. FII sold shares worth Rs 22,500 crore last week, causing their total selling to Rs 69,080 crore in January.
On the other hand, Domestic Institutional Investors (DII) has bought shares worth Rs 66,945 crore so far in January. During this week, the US 10-year-old bond yield declined by 0.13% to 4.617. The US dollar index fell by 1.77% to 107.465.
Initial Public Offering (IPO)
Only 2 new public issues are opening this week. The IPO of Malpani Pipes and Fitings and Dr. Agwals Healthcare will open on 29 January. Talking about the listing, there will be a listing of capital numbers Infotech on BSE SME on 27 January.
After this, on January 29, there will be shares of Danta Water and Infra Solutions on BSE and NSE in the mainboard segment. On the same day, there will be a listing of Rexpro Enterprises on NSE SME.
CLN Energy will be shared on BSE SME on 30 January. On January 31, HM on BSE SME There will be a listing of electro make and GB logistics commerce.
Sensex fell 592 points last week
Last week, the Sensex has fallen 592 points i.e. 0.77%. The Nifty also declined by 116 (-0.50%) last week. On Friday, January 24, the Sensex fell 329 points to close at 76,190 levels. The Nifty also fell by 113 points, it closed at 23,092 levels.