Multiple catalysts including Q3 earnings and geopolitical tensions set to influence Dalal Street

Indian markets are positioned for notable movement this week as several key factors come into focus. Anticipated Q3 corporate earnings announcements, geopolitical tensions involving the US and Iran, and ongoing actions by foreign institutional investors are all expected to shape trading sentiment. Other influences poised to impact equities include IPO activity, technical triggers, and currency and commodity trends. 

Foreign portfolio investors extended their selling streak in January, pulling Rs 22,530 crore from Indian equities and an additional Rs 5,143 crore from the debt market. Higher US bond yields and global risk repricing continued to pressure flows. Persistent outflows weighed on benchmark indices, with tariff-related uncertainties and external rate dynamics shaping near-term sentiment for domestic markets.