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.
Daily Voice: Bajaj Life's Srinivas Rao Ravuri expects RBI to cut rate next week, optimistic about strong earnings recovery in FY27
Srinivas Rao Ravuri remains positive on Indian equities, with a preference for large caps. Valuations are at a modest premium to long-term averages, which is sustainable in an earnings-upcycle, he said.
India pushing for FDI-linked FTAs to attract global investors, says Commerce Secy Rajesh Agrawal
Rupee weakness isn’t a concern for exporters, but October’s wider trade gap was driven by a spike in precious metals imports, said Commerce Secretary Rajesh Agrawal.
First Tick: Top global cues to watch in today’s trade
Gold was steady — and on track for a fourth monthly gain — as signs the Federal Reserve will cut rates next month supported the precious metal.
Daily Voice: Moderate, stock-specific returns in 2026 as global risks rise, says this fund manager
The challenges for the market are on the global side in 2026. A slowdown in US growth after a long AI driven tech cycle, volatile foreign flows and stretched pockets in small and thematic names can create air pockets, Sonam Srivastava said.
Stocks to Watch Today: Wipro, Whirlpool, Sudeep Pharma, Ashoka Buildcon, Zydus Life, Tata Tech, Refex Industries, Bandhan Bank in focus on 28 November
Stocks to Watch, 28 November: Stocks like Wipro, Ashoka Buildcon, Zydus Lifesciences, Tata Technologies, Refex Industries, Emcure Pharmaceuticals, Global Health, Excelsoft Technologies, Lemon Tree Hotels, Bandhan Bank, CarTrade Tech, Whirlpool of India, Saregama India, and Sudeep Pharma will be in focus on November 28.
How tariffs are eating into export gains from a weak rupee
This year, steep US tariffs are offsetting the benefit of an undervalued rupee
Exporters feel the pinch as the rupee strengthens against euro, pound, other key currencies
India’s exporters are being squeezed by a currency mismatch, where the rupee’s strength against Europe-UK-Australia is erasing the benefits of a weak rupee against the US dollar.
First Tick: Top global cues to watch in today’s trade
The Foreign Institutional Investors (FIIs) continued their buying on second day as they bought equities of Rs 4778 crore on November 26, while Domestic Institutional Investors (DIIs) bought equities of Rs 6247 crore on the same day.
Daily Voice: Markets may end 2025 with a 10% rally; 2026 expected to be fundamentally stronger, says Vikas Gupta
Tailwinds for India in 2026 could be the India-US trade deal and several other bilateral trade deals with other trading blocks or countries, said Vikas Gupta.
Stocks to Watch Today: Paytm, Whirlpool, Wipro, Oberoi Realty, Patel Engineering, Salasar Techno, Studds Accessories in focus on 27 November
Stocks to Watch, 27 November: Stocks like Studds Accessories, Whirlpool of India, One 97 Communications Paytm, Wipro, Oberoi Realty, Jammu and Kashmir Bank, Patel Engineering Company, Asian Paints, Havells India, Panacea Biotec, India Glycols, Shivam Autotech, Salasar Techno Engineering, and Indo Tech Transformers will be in focus on November 27.
Rupee enters longest undervaluation stretch in seven years as real rate slips to 97.47
October marked the third straight month of undervaluation, driven by a weak NEER and unusually low inflation
Higher cover, structured hedging strategies: How India Inc is battling rupee depreciation, volatility
Exporters and importers are responding differently but both sides are accelerating hedge coverage, hedging their exposure using structured products and preferring shorter tenor hedges until policy and geopolitical backdrop stabilises
What to watch in commodities as US pushes Ukraine peace deal
Whether commodities markets are about to reshuffle again in the next few months will be shaped by if the conflict is halted
First Tick: Top global cues to watch in today’s trade
After remaining net sellers for the last two day's, the Foreign Institutional Investors (FIIs) bought equities of Rs 785 crore on November 25, while Domestic Institutional Investors (DIIs) purchased equities of Rs 3912 crore, on the same day.
Daily Voice: India-US trade deal likely within 1-2 months; HDFC Bank looks undervalued, says Anil Rego
When energy realignment, tariff posture, and diplomatic signalling all shift in the same direction, they often foreshadow a breakthrough before it becomes publicly visible. Under those conditions, the emergence of a India-US trade deal within a short window would be a natural extension of the trajectory already in motion, said Anil Rego.
Stocks to Watch Today: Bharti Airtel, HDFC AMC, NCC, Nelco, Zydus Life, Excelsoft, Indraprastha Gas, Gallard Steel, ASK Automotive in focus on 26 November
Stocks to Watch, 26 November: Stocks like Bharti Airtel, NCC, Zydus Lifesciences, Nelco, Indraprastha Gas, Welspun Corp, Apollo Micro Systems, Elgi Equipments, ASK Automotive, HDFC Asset Management Company, Excelsoft Technologies, and Gallard Steel will be in focus on November 26.
BHP’s fleeting Anglo bid shows the race for copper is heating up
It was second time unlucky for the Australian miner, but a third attempt at a later date might be the charm
IMF likely to alter classification of India’s forex framework
The new description of the country’s de facto currency regime is likely to include references to a crawling peg
First Tick: Top global cues to watch in today’s trade
Wall Street stocks closed higher on Monday, extending Friday's rally as increased odds that the US Federal Reserve will lower its Fed funds target rate in December helped investors look past concerns about inflated tech valuations.
Daily Voice: Divam Sharma sees high probability of 25 bps repo rate cut in December, says NBFCs offer compelling growth lever
GST rationalisation and increased credit borrowing in the upcoming festive season is going to boost the growth in NBFCs, said Divam Sharma.
Stocks to Watch Today: Diamond Power, Surya Roshni, Eris Lifesciences, Ceigall India, Niraj Cement, Sunteck Realty in focus on 25 November
Stocks to Watch, 25 November: Stocks like Diamond Power Infrastructure, Surya Roshni, Eris Lifesciences, Ceigall India, Niraj Cement Structurals, Dr Reddys Laboratories, Paras Defence and Space Technologies, Sunteck Realty, One 97 Communications Paytm, Fortis Healthcare, and Karnataka Bank will be in focus on November 25.
