The coming week promises high action for Dalal Street, with global diplomacy, GST reforms, and institutional flows expected to steer sentiment.
Indian equities snapped a six-week losing streak last week, with the Sensex and Nifty posting about 1% gains. Pharma and auto shares drove the recovery, while FMCG stocks lagged.
But beneath the surface, the tug-of-war between foreign and domestic investors remained stark. Foreign institutional investors (FIIs) offloaded shares worth nearly ₹10,000 crore, while domestic players stepped in with strong buying of nearly ₹19,000 crore to cushion the fall.
Globally, investor eyes remain fixed on the outcome of Donald Trump&rsquo;s talks with Vladimir Putin in Alaska. While no ceasefire was announced, both leaders hinted at progress in the Ukraine conflict, a signal that could lift global market mood.
Back home, Prime Minister Narendra Modi&rsquo;s Independence Day pitch for &ldquo;GST 2.0&rdquo; reforms is being read as a major positive. The government plans to announce broad rate cuts by Diwali, especially on everyday goods, to make the tax regime simpler and more consumer-friendly. Analysts believe this could revive market confidence and drive festive demand.
Wall Street&rsquo;s mixed performance last week, alongside easing crude oil prices post the Trump-Putin talks, will also shape investor mood in India.
Adding to the churn, more than 100 corporate actions including dividends, stock splits, and bonus issues&nbsp; are lined up, which could spark stock-specific momentum.
For traders and investors, the twin forces of global cues and domestic reforms will decide whether the recent rebound has legs, or whether volatility returns to Dalal Street.

Global trends, GST to sway Indian markets

FII flows, GST 2.0, and global cues set the tone for Indian markets this week

Global trends, GST to sway Indian markets

FII flows, GST 2.0, and global cues set the tone for Indian markets this week

August 17, 2025 | 17:46 IST