DECEMBER 27, 2024

Key events that may impact the markets in 2025

2025 promises to be a significant year for the Indian as well as global markets. Let's look at some of the important events coming up.

Donald Trump is set to return as the US president once again starting January 2025 and his policy decisions, especially regarding tariffs, can significantly impact the markets.

Trump’s second term

The Union Budget on February 1, 2025, will be one of the most important events of the year in India with many key decisions including on tax and investments. 

Union Budget 2025

US Fed rate cuts

The US Fed disappointed investors in December by announcing that it is only eyeing two rate cuts for 2025 instead of 4. Rate cuts have a major impact on markets in the US and worldwide. 

The next RBI MPC meeting is scheduled for February 5 to 7 which will decide the central bank’s monetary stance for the country. The interest rates, among other things, are crucial for India’s economy. 

RBI monetary policy

With Russia-Ukraine escalations and Israel-Hezbollah ceasefire this year impacting the equity markets, further developments in geopolitical situations are important to watch out for.

Geopolitical tensions

Assembly elections in Delhi and Bihar are set to take place in the first and second half of 2025, respectively. The election results will have an impact on the markets.

Assembly elections

NSE and BSE: A comparison

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