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Markets likely to make positive start despite rising geopolitical tensions
Jan-05-2026

Indian equity markets are likely to make positive start on Monday, despite rising geopolitical tensions after the U.S. attacked Venezuela and captured its president, Nicolas Maduro. Meanwhile, some support may come from foreign institutional investors (FIIs), who were net buyers of shares worth Rs 289.80 crore.

Some of the key factors to be watched:

India's forex reserves jump $3.293 billion to $696.61 billion: The Reserve Bank said that India's forex reserves jumped by $3.293 billion to $696.61 billion in the week to December 26.

US-Venezuela conflict will not impact India: Think tank GTRI has said that the US-Venezuela conflict will have a negligible impact on India's trade with the South American country.

Bank credit to industry rises 9.6% in November: The Reserve Bank data has showed that bank credit to industry grew at a faster pace of 9.6 per cent in November 2025 as against 8.3 per cent in the same month of the preceding year.

Goyal to visit Brussels this week: The report said that Commerce and Industry Minister Piyush Goyal will visit Brussels this week for talks with his EU counterpart on the proposed trade pact, for which negotiations are in the last phase. 

Insurance stocks will be in focus: The insurance sector regulator IRDAI in its latest annual report has said that the mis-selling is a significant concern in the sector, and insurers need to conduct a root cause analysis to identify the underlying causes.

On the global front: The US markets ended mostly in green on Friday amid strong gains in blue-chip stocks such as Boeing, Caterpillar, and Goldman Sachs. Asian markets are trading in green on Monday, as investors looked past U.S. military action over the weekend in Venezuela and shifted focus to upcoming economic data and corporate earnings.

Back home, Indian equity benchmarks ended over half percent higher on Friday, with the Sensex jumping 573 points while Nifty hit its lifetime peak, powered by strong buying in Utilities, Power and PSU stocks. Unabated capital infusion by domestic institutional investors amid a sharp rally in Asian peers also supported the domestic stock market. Finally, the BSE Sensex rose 573.41 points or 0.67% to 85,762.01 and the CNX Nifty was up by 182.00 points or 0.70% to 26,328.55.

Some of the important factors in trade:

GST collections rise in December: Gross GST collections rose 6.1 per cent to over Rs 1.74 lakh crore in December 2025, on slow growth in revenues from domestic sales following the sweeping tax cuts.

Cigarettes, pan masala to attract addition excise duty from February 1: The government of India has made amendments to the Central Excise Act, levying an additional excise duty on cigarettes and other tobacco products effective February 1. This duty will be over and above 40% GST. 

Power stocks in watch: The government data has said that power consumption increased by nearly 7 per cent to 138.39 billion units (BU) in December 2025 from 129.39 billion units a year ago, as the use of heating appliances like geysers and blowers increased due to severe cold conditions in North India.
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