pre market cues

Russian lender Sber launches rupee-denominated letter of credit for Indian suppliers

Sber's new tool will assist medium and large businesses in purchasing from both new and current Indian partners

Rupee’s slide past 90 may complicate PE exits, tighten return thresholds for global investors

A moderate level of rupee depreciation is typically factored into PE return models, but this year’s nearly 5% slide is much steeper and faster than expected.

CEA Nageswaran isn't 'losing sleep' over depreciating rupee, says it's 'not hurting' exports, inflation

Nageswaran said he is not 'losing sleep' over the weakening of the domestic currency as long as it is not hurting exports

Weaker rupee offers some respite to tariff-hit textile exporters

The rupee crossed the 90-mark against the US dollar on persistent outflows and uncertainty around the India-US trade deal

Rupee at 90: Luxury cars to become expensive, exporters rejoice

Industry sources said that some of the luxury carmakers are contemplating a price hike in January.

Uday Kotak warns businesses as rupee breaches Rs 90-mark: 'Time to shake out of comfort zone'

The veteran banker blamed foreign institutions selling Indian equities and said for now they 'seem smarter' as local investors continue their buying spree

First Tick: Top global cues to watch in today’s trade

The Indian markets started the week on a strong note, hitting a fresh all-time high in the opening trade following positive global markets and above-estimate GDP at 8.2% (six-quarter high) in Q2FY26 added to the positive sentiments.

Daily Voice: Large private banks remain valuation-friendly; CIO George Joseph bullish on exchanges, depositories

Once uncertainty around the India–US trade deal clears, market attention is likely to shift toward broader macro and domestic drivers, said George Heber Joseph.

India–US yield gap widens to near 12-month high

Diverging rate expectations, rupee weakness and heavy bond supply push the spread back toward 250 basis points.

Hedging against India rupee weakness turns costlier as 90/USD looms

The 1-year dollar/rupee forward premium climbed 7 basis points on Tuesday, taking its three-session rise to more than 12 bps. Meanwhile, the 1-month premium hit 19.5 paisa, its highest level in nearly seven months.

First Tick: Top global cues to watch in today’s trade

Silver retreated from a record high, with a key technical indicator showing that a six-day rally has taken the white metal into overbought territory. Gold also edged down.

Daily Voice | Fed likely to stay cautious in December, not cut rates: Waterfield’s Vipul Bhowar

The trade deal is anticipated to attract back foreign portfolio investors, who have been cautious due to tariff tensions and trade uncertainties, said Vipul Bhowar.

Stocks to watch today: Bajaj Housing Finance, Hyundai Motor, Tata Motors, Home First Finance, Maple Infra Trust in focus on 02 December

Bajaj Finance will sell up to 2% in Bajaj Housing Finance from December 2, while Hyundai and Tata Motors reported November sales growth and multiple block trades were executed in Maple Infra Trust, Oil Country Tubular and Welspun Investment.

Rupee slips to all-time low of 89.76 against US Dollar

India’s 8.2% year-on-year Q2 GDP reading sent equities to record highs and nudged bond yields higher on Monday, but did little to shift the currency

First Tick: Top global cues to watch in today’s trade

US stocks climbed on Friday in thin trading volume during a shortened session after Thanksgiving, driven by gains in retail and a recovery in tech stocks.

Moneycontrol Pro Market Outlook | Surge in GDP a double-edged sword for Indian investors?

A slow and steady ascent has characterised the Nifty's third consecutive week of gains. Weak market breadth continues to unsettle investors, though the midcap index has bounced back

Chartist Talk: Bank Nifty could rally to 66,000 by March; Rahul Ghose backs HUDCO, Lupin for December

While the Nifty is yet to decisively breach its all-time high, unlike the Bank Nifty, both the price structure and candlestick formations suggest it could do so soon, said Rahul Ghose.

Dalal Street This Week: RBI policy, Powell, auto sales and Meesho IPO top the watchlist

Benchmark indices may hit new highs as investors track the RBI policy, Powell’s speech, auto sales, PMI data, and key US releases, experts said.

Daily Voice: RBI liquidity stance trumps rate cuts, says Nimesh Chandan; sees 2026 equity gains

While a 25-bps cut remains possible, it’s unlikely to be the dominant driver for long-term yields, which are more sensitive to fiscal dynamics and next year’s budget, said Nimesh Chandan.

Stocks to Watch Today: Lenskart, NCC, Maharashtra Seamless, Waaree Energies, HG Infra, NTPC, Authum Investment, GAIL, Tejas Networks in focus

Stocks to Watch, 01 December: Stocks like Lenskart Solutions, NCC, Brigade Enterprises, Maharashtra Seamless, Arvind SmartSpaces, Waaree Energies, ICICI Bank, HG Infra Engineering, NTPC, Tata Technologies, Authum Investment & Infrastructure, GAIL India, Tejas Networks, Groww, and PNB Gilts will be in focus on December 01.

Bullion eyes further gains amid Russia-Ukraine tensions and dovish sentiment

Commodities markets are preparing for a busy calendar of data releases and speech by Fed Chair Powell. Final PMI readings from major economies, US ADP employment data for November, September’s PCE inflation report, and the University of Michigan’s sentiment and inflation expectations surveys are all due this week.

These smallcaps gain between 10-33% in volatile week

For the month November, BSE midcap ended on flat note, largecap index jumped 1.4 percent and smallcap index shed more than 3 percent, underperforming the main indices as BSE Sensex and Nifty rose 2 percent each, in the .

Daily Voice: 8.2% GDP and steady demand to boost banking growth in 2025, says Smallcase manager

For the banking sector, Sneha Jain expects H1 2026 to reflect improved margins, healthier treasury performance, and more stable balance-sheet dynamics.

Chartist Talk: Sudeep Shah says Nifty IT may beat its June swing high next month; flags two stocks

The Nifty IT index is trading comfortably above its 200-day EMA, reinforcing the ongoing strength in its structure, said Sudeep Shah.