Stock Market Outlook: Budget 2026, Fed Meet And Other Key Triggers For Dalal Street Next Week

Key Highlights

• Broader markets underperformed the frontline indices, reflecting a clear risk-off approach.“ Indian equities resumed their downward trajectory after witnessing a small recovery on Thursday.
• Nifty fell by 241 points (-1 per cent) to close just above the 25k levels at 25,048, dragged by a sharp decline in several heavyweights.
• Stock-specific action continued on the back of mixed Q3 results so far.
• The broader markets underperformed with Nifty Midcap100 and Smallcap100 down 1.8 per cent and 2 per cent, respectively, as investors adopted a cautious stance amid overall market weakness,” said Siddhartha Khemka - Head of Research, Wealth Management, Motilal Oswal Financial Services, as per a Mint report. Stock Market Outlook Next WeekLooking ahead, market participants will navigate a busy calendar that includes the Union Budget, derivatives expiry, and global policy cues.
• Ponmudi R, CEO of Enrich Money, states in the report that while a short-term technical bounce is possible, sustainability remains uncertain.“ Investor expectations from the Union Budget are anchored around fiscal prudence, with the fiscal deficit seen at around 4.2–4.3 per cent of GDP, alongside a continued thrust on capital expenditure—particularly in infrastructure, defence, and railways.