November 24th to November 28th 2025

 

 

The bullish sentiments pushed Nifty, Sensex, and Bank Nifty to fresh all-time highs. 

 

 

Yipee…

 

 

Strictly speaking, the fundamental, technical and sentimental stock market backdrop remains robust. The Biggest Positive Catalysts: 

 

1) Positioning has begun ahead of the RBI’s final policy meeting of 2025 (Dec 3–5), where markets broadly expect a 25-bps rate cut, supported by repeated downside surprises in headline CPI inflation.

 

2) On the global front, expectations for a December US Fed rate cut have strengthened again. Futures positioning indicates traders now see a high probability of easing when the Fed meets on December 9–10—adding fuel to the risk-on sentiment.

 

 

Nifty: 26,310.45

Sensex: 86,055.86

Bank Nifty: 59,897.50

 

Well, Nifty Auto Index too hit record highs driven by expectations of strong November wholesale figures.

 

Even the Nifty Auto Index joined the party, hitting fresh highs on expectations of robust November wholesale numbers.

 

Long Story Short: The bulls dominated the week — and now the key question is: Will the FPI comeback strongly?

 

With the macro backdrop turning firmly supportive, the mood on Dalal Street is upbeat — and the bulls now have their sights set on the next big psychological milestone: 27,000 on the Nifty.

 

Long live the bull.

 

 

Nifty  26203 +0.52%

Sensex  85707 +0.56%

Bank Nifty  59753 +1.50%

Nifty Midcap  16639 +1.37%

India VIX  11.62 (-14.77%)

 

Dow  47716 +3.18%

Nasdaq  25435 +4.93%

Bovespa  159072 +2.78%

 

Crude Oil 59.03 +1.63%

Gold 4176 +2.86%

Silver 53.80 +7.82%

USD/INR 89.46 (-0.17%)

 

 

 

1) Nifty (+0.52%) ringed gains for the 3rd straight week, and the positive takeaway was that the benchmark scaled new milestone at 26310.45. 

 

Nifty is also way above its 21 DMA (25886), 50 DMA (25554), 100 DMA (25223) and Nifty’s 200 DMA at 24578 mark.

 

2) Bank Nifty (+1.5%) was well bid, a big outperfomer and the positive takeaway was that Bank Nifty managed scale new record all-time-high at 59897.50 mark. 

 

Bank Nifty’s 200-DMA is at 54737 mark.

 

3) Both the Nifty Private Bank (+1.38%) and Nifty PSU Bank (+1.62%) indices surged to fresh all-time highs, signaling strong sector momentum and broad-based banking strength.

 

4) The broader markets traded, especially Nifty Mid-cap 50 index ended with smart gains, 1.37% while the Nifty Small-cap index wavered and inched 0.10% lower.

 

Nifty Pharma (+1.85%)

Nifty Media (+1.67%)

Nifty Metal (+1.48%)

Nifty IT (+1.41%)

Nifty Auto (+0.86%)

Nifty FMCG  (+0.16%) 

 

Nifty Energy (-0.85%)

Nifty Realty (-0.27%) 

Nifty Infra (-0.08%)

 

 

1) Zydus Lifesciences (+1.97%, ₹943) gained after receiving tentative USFDA approval for Empagliflozin + Linagliptin tablets (10mg/5mg & 25mg/5mg), used in diabetes treatment.

 

2) Escorts (+5.53%, ₹3817) and Ashok Leyland (+6.67%, ₹158.88) surged fueled by optimism in the commercial vehicle (CV) segment. (Source: economictimes)

 

3) Ashok Leyland (+9.28%, ₹1587) zoomed higher and hit fresh 52-Week high after announcing a strategic merger between its material subsidiary Hinduja Leyland Finance (HLFL) and NDL Ventures (formerly NXTDIGITAL).

 

4) MCX shares (+4.03%, ₹10074) gained and crossed the ₹10,000 mark for the first time, extending a remarkable rally. The stock has surged 132% in the past eight months, driven by strong volume growth and positive sentiment around the exchange business.

 

Year-to-date, MCX is up ~62% in 2025, following gains of 95% in 2024 and 106% in 2023, marking an exceptional multi-year bull run.

 

5) L&T (+1.11%, ₹4070) climbed, scaling fresh record high — as sentiment around the stock remains upbeat amidst strong order book visibility, execution strength, and continued government spending on infrastructure and defence.

 

6) Bharti Airtel (-2.83%, ₹2102) misses on the Gravy train amidst a block deal | Indian Continent Investment sold ₹7,100-crore stake.

 

7) Nelco (-1.23%, ₹305) was seen consolidating after securing additional Unified License (VNO) authorization, enabling broader VSAT service offerings.

 

8) SBI (+0.66, ₹979) hits a 52-week high of ₹988.95 on news that the GOI may raise FDI limit from 20% to 49%. 

 

9) Shriram Finance (+3.44%, 852) touches a 52-week high following its recent solid Q2FY26: disbursements up 10.2% Y-o-Y to ₹49,019 crore; AUM up 15.7% Y-o-Y to ₹2.8 trillion. 

 

10) Trent plunged toward its 52-week low of ₹4,250 after Q2 FY25 earnings showed moderating revenue growth, prompting a cautious outlook.

 

11) Muthoot Microfin (+2.98%, ₹3744) surged after the company announced that its board will meet on 27 November 2025 to consider raising funds through non-convertible debentures (NCDs) via private placement.

 

12) Glenmark Pharmaceuticals rallied 5.53%. The U.S. FDA issued a positive establishment inspection report (EIR) with voluntary action indicated (VAI) status for its formulations manufacturing facility in Monroe, North Carolina.

 

HINDALCO

TECH MAHINDRA

SHRIRAM FINANCE

BAJAJ FINANCE

SUN PHARMA

 

ADANI ENT (-5.87%)

BHARTI AIRTEL  (-2.83%)

SBI LIFE (-2.79%)

POWERGRID (-2.76%)

TRENT (-2.49%)

 

 

# Well, the good news on sentiment front is that India VIX logged its steepest weekly drop in six months, falling from 13.64 (Nov 21) to ~11.62. 

 

Notably, this pullback comes even as Nifty hits fresh record highs — signalling reduced volatility expectations and growing trader confidence.

 

# New records highs for benchmark Nifty shall be the new normal on reports that India’s Q2 FY26 GDP surged 8.2%, powered by strong consumption and sectoral momentum.

 

Real GDP rose to ₹48.63 trillion, up from ₹44.94 trillion in the same quarter last year. 

 

# Also, on backdrop are positive catalysts like:

 

1) Dual Rate-Cut Hopes: Investors now anticipate policy easing from both the U.S. Fed and the RBI as early as next month.

 

2) Trade Deal Optimism: Rising hopes of progress on a potential U.S.–India trade agreement.

 

3) Macro Strength: India’s cooling inflation paired with a resilient growth outlook continue to paint a favourable backdrop.

 

4) IMF Upgrade: The IMF’s move to reclassify India’s rupee regime to “crawl-like” signals reduced FX intervention and a more stable, market-driven currency framework—boosting global investor confidence.

 

 

# Bottom-line: Nifty bulls are likely to be everywhere at Dalal Street —  so keep your list of bullish stocks ready before Santa arrives with momentum gifts.

 

 

Yipee!!

 

 

 

 

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