The uncertainty around tariffs and their potential impact on global macro remains a key concern for all EM markets, including India, Bernstein said.

In 2025, banks and IT index has fallen by 1.2% and 0.7% compared to a 0.02% gain in Nifty 50.

The service will give users a new way to invite people to parties, functions, and meetings.

Some of the significant events in February include the Union Budget, Delhi Assembly Elections, ICC Champions Trophy, Valentine's Day and more.

CLSA sees it as a silver lining that the market is going into these important macro events with light sentiment, which equates to low expectations build-up.

Donald Trump's return as president, Union Budget, first policy meeting under the Reserve Bank of India's new governor are key monitorable for CLSA.

The geopolitical landscape of 2024 was marked by Trumps victory in the race to White House, Modis third term in India, the fall of Bangladeshs government, and rising tensions in the Middle East.

The Nifty 50 ended 51.15 points, or 0.21% down at 24,148.20, and the Sensex ended 55.47 points, or 0.07% lower at 79,486.32.

This year, November is packed with several auspicious and important days, such as Diwali, Bhai Dooj, World Tsunami Awareness Day, and Children's Day.