As we approach the week ahead, markets are poised for a series of pivotal developments, ranging from the Union Budget to global monetary decisions and corporate actions. Investors will have a packed calendar to navigate, with macroeconomic indicators, corporate earnings, and policy updates shaping market sentiment.

Key Developments to Watch This Week

1. Union Budget 2025

The Finance Minister is set to unveil a growth-oriented Union Budget. Markets will closely track measures targeting infrastructure, textiles, EVs, rail, defense, and two-wheeler sectors. Investors anticipate announcements aimed at boosting economic resilience and sustaining the ongoing recovery.

2. Global Economic Updates

• US Federal Reserve: The Fed’s interest rate decision and commentary on inflationary trends and economic outlook will provide key global cues.

• US-China Trade Updates: A softer stance on tariffs from the U.S. President could alleviate trade tensions, offering potential relief for global markets.

• Eurozone PMI: Manufacturing and services PMIs will shed light on the region’s economic health.

3. Domestic Factors

• Forex Reserves: A $2 billion dip in India’s FX reserves could weigh on the rupee.

• FIIs and Retail Sentiment: FIIs continue their selling spree, while retail investors engage in profit booking.

Corporate Actions to Watch

The week ahead is rich with dividend payouts, bonus issues, and stock splits.

Monday, Jan 27, 2025

• KEI Industries Ltd: Interim Dividend ₹4/share

• Shraddha Prime Projects Ltd: Bonus Issue (1:1)

• Tanla Platforms Ltd: Interim Dividend ₹6/share

Tuesday, Jan 28, 2025

• Mazda Ltd: Stock Split (₹10 to ₹2 per share)

• Wipro Ltd: Interim Dividend ₹6/share

Wednesday, Jan 29, 2025

• BPCL: Interim Dividend ₹5/share

• MPS Ltd: Interim Dividend ₹33/share

Thursday, Jan 30, 2025

• Accelya Solutions: Interim Dividend ₹50/share

• Coforge Ltd: Interim Dividend ₹19/share

Friday, Jan 31, 2025

• Coal India Ltd: Interim Dividend (Amount TBA)

• Indraprastha Gas Ltd: Bonus Issue (1:1)

• Persistent Systems Ltd: Interim Dividend ₹20/share

For the complete list of corporate actions, refer to our detailed breakdown on our YouTube channel.

Stock Highlights

• Stock of the Week: Wipro

Wipro’s strong performance and upcoming interim dividend have drawn significant investor attention.

• IPO Watch: Dr. Agarwal’s Eye Hospital IPO opens on January 29, 2025, with a price band of ₹402/share and a lot size of 35 shares.

Market Overview

After a volatile close last week, the Nifty is positioned at 23,163.15, with major indices reflecting cautious optimism amid global and domestic uncertainties. The India VIX has risen marginally, signaling heightened market volatility ahead of key announcements.

Global Economic Calendar Highlights

• Monday, Jan 27: US Core PCE Index

• Tuesday, Jan 28: Eurozone Consumer Confidence

• Wednesday, Jan 29: US Fed Interest Rate Decision

• Thursday, Jan 30: Japan Retail Sales Data

• Friday, Jan 31: US Nonfarm Payroll Data

Closing Note

As we commemorate India’s 76th Republic Day, markets are bracing for a decisive week filled with significant economic and corporate developments. Stay tuned to our daily updates and watch our YouTube channel for in-depth analysis.