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EQUITY
Post Session: Quick Review
Nov-25-2025

Indian equity benchmarks ended in negative territory amid monthly F&O expiry. After making a cautious start, soon indices turned volatile, weighed down by heavy selling in IT and Media stocks. However, markets moved into positive territory during the afternoon session, as traders took some support after India Ratings and Research raised India's GDP growth projection for the current fiscal to 7%. Last hours of trade, profit booking at higher level dragged markets near day’s low points.

Some of the important factors in trade:

Heavy FIIs selling: Sentiments were subdued as exchange data showed foreign institutional investors (FIIs) sold equities worth Rs 4,171.75 crore on a net basis on Monday.

RBI bulletin says global uncertainty remains elevated: Investors took note of report that Reserve Bank of India (RBI) in its November monthly bulletin has said that global uncertainty remains elevated, although October witnessed a slight pullback after more than a year of continuous increase. 

India's FY26 economic growth projection revised upwards to 7%: Traders overlooked report that India Ratings and Research (Ind-Ra) raised India's GDP growth projection for the current fiscal to 7 per cent on the back of high growth in the June quarter and less impact of the US tariff hike on global growth and trade.

Global front: European markets were trading mostly in green as investors awaited a slew of U.S. economic data for fresh insights into the economic and rate outlook. Asian markets ended mostly in green after U.S. President Donald Trump announced an April visit to China at Xi Jinping's invitation following a productive phone call. 

The BSE Sensex ended at 84587.01, down by 313.70 points or 0.37% after trading in a range of 84536.73 and 85110.24. There were 7 stocks advancing against 23 stocks declining on the index. (Provisional)

The broader indices ended in green; the BSE Mid cap index was up by 0.19%, while Small cap index up by 0.20%. (Provisional)

The top gaining sectoral indices on the BSE were Realty up by 1.69%, Metal up by 0.50%, PSU up by 0.32%, Basic Materials up by 0.28% and Healthcare up by 0.26%, while IT down by 0.75%, Consumer Durables down by 0.53%, Oil & Gas down by 0.49%, TECK down by 0.39% and Energy down by 0.32% were the top losing indices on BSE. (Provisional)

The top gainers on the Sensex were Bharat Electronics up by 1.54%, SBI up by 1.44%, Tata Steel up by 0.60%, Eternal up by 0.50% and Reliance Industries up by 0.37%. On the flip side, Trent down by 1.59%, Tata Motors Passenger down by 1.55%, Power Grid Corp down by 1.30%, Infosys down by 1.25% and HCL Technologies down by 0.95% were the top losers. (Provisional)

Meanwhile, the Global Trade Research Initiative (GTRI) has said that the renewed push by India and Israel to restart free trade agreement (FTA) talks should be guided more by strategic cooperation in areas such as defence manufacturing, electronics, semiconductors, water and irrigation technology, precision agriculture, and cybersecurity than by gains in merchandise trade. GTRI said Israel is a high-income, technology-driven market of under 10 million people, limiting demand for Indian mass-market exports such as textiles, automobiles or general engineering goods. In sectors where India is competitive -- agriculture, generics, steel, chemicals -- Israel is either self-sufficient, tightly regulated through quality and phytosanitary norms, or already offers tariff preferences to partners like the EU and the US. This keeps Indian products at a structural disadvantage and as a result, commerce remains concentrated in a few niche categories such as diamonds, rice and ceramic tiles.

GTRI Founder Ajay Srivastava said ‘For both countries, therefore, the value of the renewed FTA effort lies less in merchandise trade and more in strategic cooperation -- in defence manufacturing, electronics, semiconductors, water and irrigation technology, precision agriculture, cybersecurity, and frontier R&D.’ The two countries last week inked terms of references to formally start FTA talks again soon. New Delhi and Jerusalem first opened FTA talks in 2010, held several rounds through 2012-13, and then allowed the process to drift after 2014 as both sides struggled over tariffs, standards and access for sensitive products. After nearly a decade of inactivity, the effort has been re-energised following a series of high-level exchanges in 2024-25, the two governments have finalised new Terms of Reference to relaunch negotiations.

India exported $2.1 billion in goods, led by cut and polished diamonds ($555 million), rice ($102 million), organic chemicals ($96 million), ceramic tiles ($81 million) and aircraft parts ($54 million). Imports from Israel reached $1.5 billion, dominated by diamonds ($333 million), electronics ($350 million), including integrated circuits ($117 million) and electronic components ($66 million), as well as fertilisers ($135 million), insecticides ($63 million), and machinery ($91 million).

The CNX Nifty ended at 25884.80, down by 74.70 points or 0.29% after trading in a range of 25857.50 and 26032.60. There were 17 stocks advancing against 32 stocks declining on the index, while one stock remained unchanged. (Provisional)

The top gainers on Nifty were Hindalco up by 1.90%, Bharat Electronics up by 1.60%, SBI up by 1.34%, Shriram Finance up by 1.21% and Dr. Reddy's Lab up by 0.81%. On the flip side, Adani Enterprises down by 2.76%, Tata Motors Passenger down by 1.63%, Trent down by 1.55%, Infosys down by 1.12% and HDFC Bank down by 0.94% were the top losers. (Provisional)

European markets were trading mostly in green; France’s CAC rose 5.13 points or 0.06% to 7,964.80 and UK’s FTSE 100 increased 2.59 points or 0.03% to 9,537.50, while Germany’s DAX lost 44.38 points or 0.19% to 23,194.80.

Asian markets settled mixed on Tuesday, with caution ahead of the release of key US economic data later in the day, including readings on retail sales, pending home sales, producer prices and consumer confidence. Seoul shares gained, tracking Wall Street’s upbeat session overnight on revived hopes for a rate cut by the Federal Reserve and eased fears over artificial intelligence uncertainties. Meanwhile, Chinese and Hong Kong shares rose after US President Donald Trump announced an April visit to China at Xi Jinping's invitation following a productive phone call.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,870.02

33.25

0.87

Hang Seng

25,894.55

178.05

0.69

Jakarta Composite

8,521.88

-48.37

-0.56

KLSE Composite

1,611.74

-7.04

-0.43

Nikkei 225

48,659.52

-33.64

-0.07

Straits Times

4,485.63

-11.00

-0.24

KOSPI Composite

3,857.78

11.72

0.30

Taiwan Weighted

26,912.17

407.93

1.54
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