Sectors that were laggards in the last quarter such as Banking and Consumption have likely found their base and are expected to show better results in the coming year, aided by macro stimulus from the Government and RBI, said Sonal Minhas.
The Nifty Realty Index has formed a strong base and recently broke out from a rectangle pattern on the daily chart, indicating the potential for a follow-up move on the upside towards Rs 1,050 in the near term, says Jain
The selling from FIIs continued on fourth consecutive day as they sold equities of Rs 1883 crore on November 1
While the India–US trade deal will certainly add another layer of confidence, the near-term market focus remains on sustained earnings delivery and macro stability, said Nikunj Doshi.
Stocks to watch, 04 November: Stocks like Bharti Airtel, Titan Company, Power Grid Corporation of India, Bharti Hexacom, SJS Enterprises, Godfrey Phillips India, Timken India, JK Paper, Niva Bupa Health Insurance, Kirloskar Brothers, City Union Bank, Hitachi Energy India, TBO Tek, and Hero MotoCorp will be in focus on November 4.
The dollar index was at 99.76, hovering near its highest level in three months, while Asian currencies were flat to modestly weaker on the day
Despite the weekly pullback, it's important to recognise that this appears to be a minor correction rather than a trend reversal
Foram Chheda has a neutral to mildly bullish view for the equities ahead in November.
The FIIs continued their selling on third straight session as they sold equities of Rs 6769 crore on October 31. However, the DIIs continued their buying on 7th consecutive session as they bought equities of over Rs 7000 crore on the same day.
Investor sentiment is increasingly optimistic, with the market recognizing that the earnings cycle is nearing its trough. Expectations of a rebound into double-digit growth suggest a favourable setup for sustained momentum and further upside, said Niraj Kumar of Generali Central Life Insurance.
The benchmark indices will likely remain range-bound and consolidative, with a focus on quarterly earnings, management commentaries for the second half of FY26, further developments related to India–US trade talks as well as US–China trade, the mood of FIIs, and global cues, experts said.
Stocks to Watch, 03 November: Stocks like Bharat Petroleum Corporation, Bank of Baroda, Godrej Consumer Products, Tata Chemicals, JK Cement, SBFC Finance, Azad Engineering, Zensar Technologies, Schaeffler India, RR Kabel, Mahindra Holidays, Phoenix Mills, Maruti Suzuki, Tata Motors Passenger Vehicles, and Eicher Motors will be in focus on November 03.
The risks to the market are more likely to emanate from financial stress in major developed economies and global geopolitical tensions, Shahzad Madon of TCG Asset Management Company said.
The Domestic Institutional Investors (DII) continued their buying on 28th week, as they bought equities worth Rs 18,804.26 crore, while the Foreign Institutional Investors' (FIIs) sold equities worth Rs 2102 crore.
Sagility breached its previous high of Rs 56.40 but failed to sustain, forming a bearish engulfing candle on the daily chart — a potential reversal signal, Sudeep Shah said.
The ongoing result season is on expected lines, which is pivoted on weak demand scenario, margin pressure and companies working towards cost optimisation to keep profitability afloat, said Dhananjay Sinha.
The sharp flows into physical commodity funds may lead to strong outperformance in Indian metal stocks,
The Foreign Institutional Investors (FIIs) extended their selling on second day as they sold of Rs 3150 crore on October 30. However, the Domestic Institutional Investors (DIIs) continued their buying on sixth consecutive session as they bought equities of Rs 2577 crore on the same day.
Following another cut in the federal funds rate, Stefan Hofer believes the Federal Reserve could move again in December with an additional rate cut—especially if lower tariffs help ease inflationary pressures.
Stocks to Watch, 31 October: Stocks like ITC, DLF, Dabur India, Swiggy, Bandhan Bank, United Spirits, TD Power Systems, Manappuram Finance, Gillette India, Welspun Corp, LT Foods, Lodha Developers, Pidilite Industries, Motilal Oswal Financial Services, Datamatics Global Services, Navin Fluorine International, and Reliance Industries will be in focus on October 31.
On a PE basis, Lenskart does look expensive but one should look at what the normalized margins would be in future when growth has stabilized or as compared to some global or domestic peers and then see if on that basis what would be the normalized PE ratio.
Stocks to Watch, 30 October: Stocks like Larsen & Toubro, LIC Housing Finance, Bharat Heavy Electricals, PB Fintech, United Breweries, Le Travenues Technology, RailTel Corporation of India, NTPC Green Energy, Sagility, Steel Authority of India, Brigade Enterprises, Mahanagar Gas, VST Industries, Wipro, and Zydus Lifesciences will be in focus on October 30.
The exchange rate does not serve as a policy tool in a market where its level is determined by market forces, RBI's Poonam Gupta said at an event in Mumbai
The Foreign Institutional Investors (FIIs) bought equities of Rs 10,000 crore on October 28 and turned net buyers for the month. On the other hand, while the Domestic Institutional Investors (DIIs) bought equities of Rs 636 crore on the same day.
Divam Sharma remains optimistic about the market’s trajectory in November, expecting a healthy mix of momentum and selective sectoral strength to drive performance.