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EQUITY
Post Session: Quick Review
Nov-26-2025

Indian equity benchmarks ended near lifetime high-points on Wednesday, tracking strong cues from global markets amid rising expectations of a US Federal Reserve rate cut. Despite making a weak start, soon indices turned positive as market participants indulged in enlarging their positions. During the afternoon session, the indices extended their gains and closed higher, supported by renewed buying interest from FIIs. Additionally, all sectoral indices traded in the green, reflecting upbeat traders’ sentiments.

Some of the important factors in trade:

India’s economy is on track to surpass the $4 trillion mark in FY26: Sentiments got boost as Chief Economic Advisor (CEA) V. Anantha Nageswaran said that India’s economy is on track to surpass the $4 trillion mark in the current financial year. He noted that the country has effectively moved past the $3.9 trillion GDP level recorded at the end of March 2025.

India, Russia-led EAEU to start talks for trade pact: Traders took note of the Commerce and Industry Minister Piyush Goyal said that India and the Russia-led EAEU group will start formal negotiations for a trade agreement from November 26. India and the five-nation grouping, the Eurasian Economic Union (EAEU), on August 20, inked the terms of reference for the agreement.

Fresh foreign fund inflows: Traders took some support as renewed fund inflows from foreign institutional investors (FIIs) bolstered sentiment on the bourses. The FIIs were net buyer of equities worth Rs 785.32 crore on Tuesday’s session. 

Global front: European markets were trading in green after sentiment among UK retailers declined at the sharpest pace in 17 years in November. Asian markets ended 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 ended at 85609.51, up by 1022.50 points or 1.21% after trading in a range of 84478.13 and 85644.19. There were 28 stocks advancing against 2 stocks declining on the index. (Provisional)

The broader indices ended in green; the BSE Mid cap index was up by 1.32%, while Small cap index up by 1.23%. (Provisional)

The top gaining sectoral indices on the BSE were Metal up by 2.08%, Oil & Gas up by 1.81%, Energy up by 1.68%, Capital Goods up by 1.65% and Power up by 1.59% while, Telecom down by 0.04% was only losing indices on BSE. (Provisional)

The top gainers on the Sensex were Bajaj Finserv up by 2.51%, Bajaj Finance up by 2.36%, Reliance Industries up by 2.06%, Sun Pharma up by 1.95% and Tata Steel up by 1.89%. On the flip side, Bharti Airtel down by 1.57% and Asian Paints down by 0.22% were the few losers. (Provisional)

Meanwhile, Commerce and Industry Minister Piyush Goyal has said that the recently approved Rs 25,060 crore export promotion mission would incorporate targeted schemes to help landlocked states enhance their competitiveness in the export sector. He also called for a strong centre-state partnership to boost export growth. Madhya Pradesh, Chhattisgarh, Haryana, Jharkhand, and Telangana are among the landlocked states.

He said that based on inputs from states, the commerce ministry would work closely with relevant agencies to identify effective and timely solutions to emerging challenges. He stated that the Export Promotion Mission would incorporate targeted schemes to help landlocked states enhance their competitiveness in the export sector.

To address global uncertainties at the trade front, the government, on November 12, approved an export promotion mission with an outlay of Rs 25,060 crore for six financial years, beginning 2025-26, to help exporters deal with high tariffs imposed by the US. The mission will be implemented through two sub-schemes -- Niryat Protsahan (Rs 10,401 crore) and Niryat Disha (Rs 14,659 crore). Besides, Goyal also urged states to actively share their successful models and best practices, particularly in areas such as Ease of Doing Business and Single Window clearance systems.

The CNX Nifty ended at 26205.30, up by 320.50 points or 1.24% after trading in a range of 25842.95 and 26215.15. There were 45 stocks advancing against 5 stocks declining on the index. (Provisional)

The top gainers on Nifty were JSW Steel up by 3.81%, HDFC Life Insurance up by 2.74%, Bajaj Finserv up by 2.70%, Bajaj Finance up by 2.48% and Interglobe Aviation up by 2.39%. On the flip side, Bharti Airtel down by 1.61%, Adani Enterprises down by 0.77%, Eicher Motors down by 0.28%, SBI Life Insurance down by 0.09% and Asian Paints down by 0.06% were the top losers. (Provisional)

European markets were trading higher; France’s CAC rose 30.7 points or 0.38% to 8,056.50, UK’s FTSE 100 increased 23.3 points or 0.24% to 9,632.83, and Germany’s DAX gained 43.67 points or 0.19% to 23,508.30.

Asian markets settled mostly higher on Wednesday tracking Wall Streets’ gains overnight as weak US economic data bolstered investor hopes for a Federal Reserve interest rate cut next month. Japanese shares rallied, while Japanese yen strengthened after reports that the Bank of Japan (BoJ) was preparing markets for a potential interest rate hike as soon as December. Seoul shares rose after South Korea Finance Minister Koo Yun-cheol said that the country’s economy is at a turning point that will shape its growth trajectory for decade. He also pledged decisive action to curb excessive volatility in the foreign exchange market. Hong Kong shares marginally gained after the e-commerce giant Alibaba posting better than expected results in the second quarter of the ongoing fiscal. Although, Chinese shares declined as Chinese state-backed property developer Vanke's bonds tumbled, reigniting market concerns about the company's recovery prospects and broader real-estate risks. 

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,864.18

-5.84

-0.15

Hang Seng

25,928.08

33.53

0.13

Jakarta Composite

8,602.13

80.24

0.93

KLSE Composite

1,624.50

12.76

0.79

Nikkei 225

49,559.07

899.55

1.85

Straits Times

4,501.56

15.93

0.36

KOSPI Composite

3,960.87

103.09

2.67

Taiwan Weighted

27,409.54

497.37

1.85
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