US Trade Deal And Other Factors Likely To Guide D
September 28, 2025
Market Cues This Week: A host of factors including updates on India-US trade deal, RBI MPC meeting, along with several global macroeconomic data releases are expected to guide investor sentiment on Dalal Street in the coming week from September 29 to October 3.
During its announcement of the quarterly results for the fourth quarter (Q4) of fiscal year 2025 (FY25), Accenture said that its growth is likely to slow in the next financial year as it braces for lower spending by the US federal government on consulting services. The IT and consulting major expects this to trim its revenue by about 1–1.5 per cent during FY26. Accenture follows a September–August financial year. The company is also laying off staff as it is shifting its focus to artificial intelligence (AI), CEO Julie Sweet said during the Q4 earnings call.
Looking forward, a host of geopolitical factors as well as several macroeconomic data releases are expected to guide investor sentiment this truncated week, from September 29 to October 3. October 2 will be a stock market holiday in observance of Gandhi Jayanti.
The Ministry of Commerce said both sides discussed the contours of a possible agreement and agreed to continue talks. Goyal and Greer also joined Minister of External Affairs S Jaishankar's meeting with US Secretary of State Marco Rubio in New York on the sidelines of the UN General Assembly, where trade and tariffs were the main focus.
RBI MPC Meeting
The Reserve Bank of India's (RBI) Monetary Policy Committee (MPC) will meet from September 29 to October 1 to review interest rates. Currently, the repo rate stands at 5.50 per cent. Market participants will be tracking whether the MPC will announce any cuts in the repo rate or will it hold the interest rates steady.
US Macro Figures
Market participants will also be watching key US economic data, including the manufacturing Purchasing Managers' Index (PMI) and ADP non-farm employment data on October 1, and non-farm payrolls, unemployment rate, and non-manufacturing and services PMI on October 3, to gauge the health of the world's largest economy.
Looking forward, a host of geopolitical factors as well as several macroeconomic data releases are expected to guide investor sentiment this truncated week, from September 29 to October 3. October 2 will be a stock market holiday in observance of Gandhi Jayanti.
The Ministry of Commerce said both sides discussed the contours of a possible agreement and agreed to continue talks. Goyal and Greer also joined Minister of External Affairs S Jaishankar's meeting with US Secretary of State Marco Rubio in New York on the sidelines of the UN General Assembly, where trade and tariffs were the main focus.
RBI MPC Meeting
The Reserve Bank of India's (RBI) Monetary Policy Committee (MPC) will meet from September 29 to October 1 to review interest rates. Currently, the repo rate stands at 5.50 per cent. Market participants will be tracking whether the MPC will announce any cuts in the repo rate or will it hold the interest rates steady.
US Macro Figures
Market participants will also be watching key US economic data, including the manufacturing Purchasing Managers' Index (PMI) and ADP non-farm employment data on October 1, and non-farm payrolls, unemployment rate, and non-manufacturing and services PMI on October 3, to gauge the health of the world's largest economy.