Investors to focus on Q4 earnings, tariff updates, FII flows as key stock market triggers this week

Analysts stated that investors are ready to closely track the combination of domestic and global signals this week, with corporate quarter income, foreign institutional investor (FII) activity and the US are expected to increase equity market spirit with potential tariff-related development from the US.
According to experts, the fourth quarter and the fourth quarter and financial year 25 will dominate the stock-specific action run by the annual results, while comprehensive market moves will be FII trading patterns, global crude oil prices agitation, rupee-dollar fluctuations and international markets.
“This week, all eyes will be on the earnings report of companies like HCL Technologies, Axis Bank, Hindustan Unilever and Maruti. Globally, any updates related to tariffs and their potential impact on world markets will remain in focus, ”Ajit Mishra, SVP – Research, Religre Broking Limited told PTI.
Infosys, HDFC, Results to influence ICICI results
The market will also react to the quarterly results declared by major companies already. India’s second largest IT firm Infosys will be in mind after reporting a decline of 11.7 percent in consolidated net profit for the March quarter, due to large -scale employee compensation and recent acquisition.
On the banking front, HDFC Bank posted a 7 percent increase in consolidated net profit for the March quarter for Rs 18,835 crore, while ICICI Bank reported a jump of Rs 15.7 per cent in consolidated net profit of Rs 13,502 crore. However, HDFCs flagged off concerns over pricing pressure in home and corporate debt segments, which may affect the growing debt development.
FII flow, global trends provide support
Market experts are also closely looking at foreign fund movements. VK Vijaykumar, the main investment strategist at Geogit Financial Services, mentioned “separate -ups” in the FII activity in the last three trading sessions ended on April 17, with a net flow of Rs 14,670 crore in the cash market.
Vijaykumar said, “This upsurge has been operated by the expectations of weak dollar index and further tenderness of the dollar, which are encouraged to transfer FIIs to emerging markets like India.” He said that India’s relatively strong growth approach – also estimated at 6 percent for FY 26, even includes the country for a possible market outperforms amid global uncertainty.
In the previous, Holiday-Shorted Week, the benchmark BSESENX increased by 3,395.94 points or 4.51 percent, while NSE NIFTY raced 1,023.1 points or 4.48 percent, reflecting strong investor optimism.
Siddharth Khemka, head of research at Motilal Oswal Financial Services, believes that gradual uptrend may continue, supported by factors such as making domestic inflation easy, a promising monsoon forecast by IMD, and continuous FII interest.
However, analysts warned that any negative surprise on the US tariff front could inject volatility in global markets, making monitoring this week for investors a significant risk factor.