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Indian markets surged on Wednesday, fueled by renewed tech sector strength and growing expectations of a December interest rate cut by the U.S. Federal Reserve. Nvidia's positive earnings and Dell's strong forecast boosted investor confidence, overshadowing concerns about tech valuations. Airlines also saw significant gains, signaling a robust holiday shopping season ahead.

U.S. stock indexes were set for a higher open as investors digested economic data suggesting the Federal Reserve may cut interest rates in December. Lower jobless claims and stronger capital goods orders bolstered expectations for a Fed cut, with markets pricing in an 84.9% chance. Focus now shifts to the Beige Book for further economic insights.

Asian markets are rising with Wall Street. Investors anticipate interest rate cuts from the US Federal Reserve. This optimism is boosting global stocks. Money markets now expect multiple rate reductions. Recent US economic data shows mixed signals but supports the Fed's potential easing. Bitcoin also saw a significant jump.

Indian equities experienced a strong rebound, with the Nifty nearing its record high, driven by positive Q3 demand, expected capex pickup, and potential rate cuts. Analysts remain optimistic about the market's favorable backdrop, anticipating a potential breach of all-time highs.

Indian markets surged on the new expiry day, erasing recent losses. Strong domestic and global factors fueled the rally. The Nifty is nearing its all-time peak. Companies like Paytm, M&M, Bajaj Auto, Zydus Life, and Ashoka Buildcon are in focus due to significant news. Investors are advised to maintain a positive stance.

Municipal bonds in India have reached a record high this fiscal, surpassing 1,000 crore, driven by government interest subsidies and SEBI's encouragement. The Nashik Municipal Corporation recently raised 200 crore, highlighting the growing attractiveness of this funding avenue for urban local bodies undertaking developmental projects.

Prashant Jain, co-founder of 3P Investment Managers, anticipates Indian large-caps to compound at 11-12% over the next three to five years. He expresses caution on popular themes like consumption and manufacturing, citing expensive valuations, and believes small- and mid-caps have overshot fair valuations due to a surge in new investors.

Indian equity indices surged over 1% on Wednesday, mirroring global gains as softer US retail sales data fueled expectations of a December Federal Reserve rate cut. The Sensex and Nifty neared record closing levels, driven by strong investor sentiment and foreign inflows. All sectoral indices ended higher, with metals leading the advance.

India's auto and pharma sectors are concerned as Mexico plans to more than double tariffs on countries without free trade agreements. This move could significantly impact India's $887 million auto exports to Mexico, its third-largest destination, and also affect pharmaceutical companies preparing to expand their presence.

As the financial landscape evolves, Indian banks are on a robust quest for capital through bond markets. This week, Canara and ICICI banks are poised to unveil bond offerings amounting to an impressive 7,500 crore. In a recent maneuver, Axis Bank successfully raised 5,000 crore through a strategic private placement of non-convertible debentures.

India's economic growth forecast for 2025-26 has been raised to 6.5 percent. This positive outlook is driven by strong performance in the second quarter of the current financial year. Goods and Services Tax reforms are credited with improving the business environment and reducing uncertainty. Industrial production also saw a significant increase. These factors are expected to boost economic activity.

Irdai, India's insurance authority, is stepping up to harmonize relations between health insurers and hospitals through active discussions with industry representatives. Their talks revolve around crucial elements such as claim settlements, rate structures for medical packages, and the facilitation of cashless insurance services.

The IMF urges India to implement structural reforms for economic growth, focusing on human capital and female labor participation. Reclassifying India's exchange rate as 'crawl-like,' the fund anticipates robust GDP growth despite US tariffs, projecting inflation to decline. Sound fiscal and monetary policies are lauded, with recommendations for continued spending control and revenue mobilization.

In a forward-thinking initiative, the Reserve Bank of India is simplifying wealth management for business families. By allowing the transfer of ownership of investment companies to private family trusts, they're paving the way for smoother succession planning and minimizing potential disputes. The focus remains on designating family members as trustees, which strengthens familial control over assets.

The government is set to offer exporters in specific sectors a 2.5-3% subsidy on pre- and post-shipment credit through the Interest Equalisation Scheme. This initiative, part of a Rs 25,060 crore Export Promotion Mission, aims to make Indian export credit more competitive globally. The annual benefit for each exporter will be capped at Rs 50 lakh.

Reserve Bank of India deputy governor Poonam Gupta stated that food's significant weight and price swings in India's Consumer Price Index complicate inflation forecasting. This is crucial for monetary policy decisions. The RBI uses various models and indicators to predict inflation and growth. Forecasts for 2025-26 show inflation at 2.6%. Data updates are vital for a dynamic economy.

ICIL offloaded 34.3 million Airtel shares worth Rs 7,200 crore to long-term institutional investors, cutting its stake below 1%. The sale saw strong global interest and came at a slight discount to market price.

Nifty surged past 26,200, reversing a three-day losing streak on broad-based buying. Analysts signal renewed bullish momentum, highlighting key support levels and upside targets while recommending L&T Finance and Man Industries for short-term gains

Wall Street's main stock indexes opened higher on Wednesday, as investors parsed through a fresh batch of economic data and cemented expectations the Federal Reserve could cut interest rates in December.

Whirlpool Mauritius plans to offload up to 7.5% stake in Whirlpool of India via a block deal at a steep discount. The stock continues to underperform, trading in oversold territory after weak Q2 earnings and year-long declines amid sector-wide gains.

The Union Cabinet approved a Rs 7,280 crore rare earth permanent magnet scheme to boost defence, electronics, and EV manufacturing, aiming for India to become a leading producer. Additionally, two railway multi-tracking projects and the expansion of the Pune metro, costing Rs 9,857.85 crore, received approval.

The market heavyweight stock went up by 1.99 per cent to settle at Rs 1,569.75 on the BSE. During the day, the stock rallied 2.12 per cent to Rs 1,571.80 -- its 52-week high.

India and Russia are set to boost cross-border payments. Negotiations are underway to recognize each other's payment systems, MIR and RuPay. Instant payment systems SBP and UPI may also integrate. This move aims to ease travel and business transactions for both nations. Discussions will feature at the upcoming annual summit. Increased settlements in national currencies are already in place.

Benchmark indices jumped on strong sectoral support from financials, energy, IT and autos, while stocks such as Swaraj Suiting, MCX, Reliance Power, Gallard Steel, Natco Pharma, Bharti Airtel and Chennai Petroleum saw major action driven by news flows and market sentiment.

Currently, applicants are required to hold a graduate or postgraduate degree in finance-related fields such as Finance, Business Management, Commerce, Economics, or Capital Markets to be eligible for registration.

On the day, the benchmark 10-year yield settled at 6.4934%, its lowest since November 12. It ended at 6.4984% on Tuesday. Bond yields rise when prices fall.

Nine BSE 100 stocks, including AU Small Finance Bank and Axis Bank, surged to new 52-week highs on Wednesday amid a strong 1,022-point Sensex rally.

Crypto derivative exchanges exist in regulatory limbo. A bit like Schrdinger's catneither fully regulated nor unregulated. This ambiguity is being exploited in dangerous ways. By the way, I am not referring to the actual buying and selling of cryptocurrency, Kamath said in a tweet on Wednesday .

The initial public offering (IPO) will conclude on December 3, and the bidding for anchor investors will open for a day on November 28, Mumbai-based Ravelcare said in a statement

Indias healthcare and life sciences sector has surpassed its Covid-era fundraising peak, with inflows crossing Rs 62,432 crore, says Equirus. Strong market performance, soaring ECM activity in pharma, and larger M&A deals are driving the surge, with FY26 fundraising already exceeding Rs 72,440 crore.Indias healthcare and life sciences sector has surpassed its Covid-era fundraising peak, with inflows crossing Rs 62,432 crore, says Equirus. Strong market performance, soaring ECM activity in pharma

Prabhudas remains more bullish on the largecaps, picking 11 stocks to buy from this pool. Meanwhile, in the mid and smallcap segments 7 scrips find a place taking the overall count of preferred picks to 18

Swaraj Suitings Rs 103-crore preferential issue has drawn marquee interest from cricketers Rohit Sharma and Tilak Verma, who are among the proposed allottees. The smallcap multibaggerup nearly 900% in three yearsis also planning a large warrant issuance and higher borrowing limits as it gears up for its next phase of expansion.Excerpt: Swaraj Suitings Rs 103-crore preferential issue has drawn marquee interest from cricketers Rohit Sharma and Tilak Verma, who are among the proposed allottees. The

Growing expectations of a December rate cut by the U.S. Federal Reserve helped boost global equities, with India's benchmark equity indexes, the BSE Sensex and Nifty 50 , posting gains of more than 1% - the most in a day since June

The Union Cabinet has approved a 7,280-crore incentive scheme to boost domestic manufacturing of rare earth magnets and cut Indias reliance on imports, especially from China. Valid for seven years, the scheme aims to create capacity for nearly 6,000 tonnes of magnets used in EVs, electronics, wind turbines and defence.

Indias market is entering a new earnings-led cycle, says InCred AMs Aditya Sood. With Nifty earnings expected to grow 1012% and midcaps set to outperform, sectors like PSU banks, NBFCs, CDMO pharma, metals and hospitals look attractive. Sood warns of an AI-led bubble in US markets and expects global money rotation to favour India in 202527.

Indian industry leaders are calling for the nation to become a global manufacturing hub. They flaged the need for enhanced competitiveness and sustainability to drive future industrial growth. Maharashtra aims for significant manufacturing investment and MSME growth.

Mutual funds reduced holdings in 79 BSE small-cap stocks in Q2 FY26 after two quarters of accumulation, reflecting selective caution as several stocks fell sharply even as others delivered over 50% returns, signalling widening market divergence

RBI Deputy Governor Poonam Gupta asserted no systematic bias in the central bank's inflation forecasting, attributing forecast errors to a global phenomenon. She also revealed plans for monthly balance of payments data releases to provide more timely insights into the country's external position amidst global trade shifts.

Kaynes Technologys sharp correction hasnt deterred brokerages, which remain upbeat on long-term prospects, citing strong order visibility, improving working capital plans, major capex-led expansion and growth drivers across EV, smart meters, aerospace and OSAT segments despite near-term challenges.

Saurabh Mukherjea says Trents sharp correction is driven by a clear slowdown in same-store sales growth amid a broader consumption slump. He warns that new labour laws will raise employer costs by 12% and that rapid automation and AI pose a bigger structural threat to Indias job market. Marcellus remains bullish on Trent, Asian Paints and healthcare names like Vijaya Diagnostics and Narayana Health.