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Bourses continue upward momentum in early afternoon session
Nov-26-2025

Indian markets continued their upward momentum in early afternoon session following positive cues from other Asian markets. Globally, traders were hoping that US Federal Reserve may cut interest rates in December 2025. Fresh foreign fund inflows also boosted traders’ sentiments. Foreign Institutional Investors (FIIs) bought equities worth Rs 785.32 crore on Tuesday, according to exchange data. Traders took note of report that Chief Economic Advisor (CEA) V Anantha Nageswaran has said that the size of Indian economy is expected to cross $4 trillion in current fiscal (FY26). He said with the geopolitics in a ‘huge state of flux’, economic growth is very vital prerequisite to maintain India's standing and leverage in the global scheme of things. India currently is the fifth largest economy in the world with a GDP of around $3.9 trillion.  On the global front, Asian markets were trading mostly in green amid renewed optimism about an interest rate cut by the US Fed in December following the release of softer-than-expected US economic data and the recent dovish comments from US Fed officials.

The BSE Sensex is currently trading at 85437.42, up by 850.41 points or 1.01% after trading in a range of 84478.13 and 85468.11. There were 29 stocks advancing against 1 stock declining on the index.

The broader indices were trading in green; the BSE Mid cap index gained 1.11%, while Small cap index was up by 1.10%.

The top gaining sectoral indices on the BSE were Metal up by 1.87%, Oil & Gas up by 1.59%, Capital Goods up by 1.57%, Energy up by 1.47% and Industrials was up by 1.46%, while Telecom down by 0.03% was the only losing indice on BSE.

The top gainers on the Sensex were Bajaj Finance up by 2.56%, Adani Ports up by 1.93%, Bajaj Finserv up by 1.90%, Trent up by 1.81% and Larsen & Toubro up by 1.80%. On the flip side, Bharti Airtel down by 1.54% was the top losers.

Meanwhile, domestic credit rating agency ICRA in its latest report has said that India Inc will remain ‘measured’ on its investments despite the steady revenue growth in the December quarter.  It said the industry will report a revenue growth of 8-10 per cent in the Q3 FY26, which is broadly in line with the 9.2 per cent year-on-year jump in the September quarter.

From a profitability perspective, the agency said the operating profit margin (OPM) will show an improvement amid expectations of an upbeat demand as commodity prices soften compared to the year-ago period. However, it said the good show on the topline and bottom line may not necessarily lead to an uptick in the long-cherished private capex. Given the uncertain global environment and tariff-related ambiguity, it expects the private capex cycle to remain measured. It added that certain sectors, such as electronics, semiconductors, data centres and niche segments within the automotive space, like electric vehicles, will continue to see a scale-up in investments.

According to the report, the government capex is expected to support the overall investment activity in the economy, and the headroom for investment growth is likely to be lower in H2 FY26 after the upfronting seen in H1. It also said the US tariffs hit the textile sector as players chose to take the impact rather than passing on the pressures to customers, resulting in a profitability compression. It added that the healthy revenue growth in the December quarter is likely to be driven by festive demand and GST rationalisation. 

The CNX Nifty is currently trading at 26154.00, up by 269.20 points or 1.04% after trading in a range of 25842.95 and 26161.20. There were 48 stocks advancing against 2 stocks declining on the index.

The top gainers on Nifty were JSW Steel up by 3.53%, Bajaj Finance up by 2.51%, HDFC Life Insurance up by 2.24%, Adani Ports up by 1.99% and Interglobe Aviation up by 1.91%. On the flip side, Bharti Airtel down by 1.56% and SBI Life down by 0.04% was the only losers.

Asian markets were trading mostly in green; Nikkei 225 surged 957.48 points or 1.93% to 49,617.00, Taiwan Weighted added 497.37 points or 1.81% to 27,409.54, Hang Seng advanced 134.45 points or 0.52% to 26,029.00, KOSPI increased 103.09 points or 2.6% to 3,960.87, Jakarta Composite gained 39.74 points or 0.46% to 8,561.63 and Straits Times was up by 27.65 points or 0.61% to 4,513.28. On the flip side, Shanghai Composite was down by 4.99 points or 0.13% to 3,865.03.
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