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Analysts said selling pressure is visible near the 26,000 level, though downside appears limited given strong domestic fundamentals, including a solid earnings outlook for H2. PSU banks and real estate stocks outperformed, supported by a strong revival in home loan demand and rising market share for PSU banks.

Nifty logged a third straight decline amid pressure in IT, auto and consumer stocks, with analysts flagging 26,000 as a crucial breakout level and identifying support near key moving averages while recommending select stocks for Wednesdays trade setups

Sebi has proposed raising the limit for simplified duplicate securities documentation from 5 lakh to 10 lakh, introducing a common affidavit-cum-indemnity form, clarifying stamp duty norms, and standardising procedures across RTAs and listed firms to reduce investor hardship

Wall Street's main indexes were mixed at the open on Tuesday as investors took stock of a series of delayed economic data to gauge the health of the U.S. economy, while Alphabet gained after a report said Meta was in talks to spend billions on the Google parent's chips.

Bharti Airtel's promoter entity, Indian Continent Investment Ltd (ICIL), is set to offload approximately 3.43 crore shares, representing 0.56% of the company's equity. This block trade, valued at around $806 million, will reduce ICIL's stake to below 1%.

Insurance companies increased their shareholding in several NSE midcap firms between the June and September 2025 quarters, signalling stronger conviction, improved sentiment and a strategic shift toward higher-return equity investments across select sectors.

Adani Enterprises has launched its 24,930-crore rights issue, offering shares at a 23% discount, with proceeds earmarked for major infrastructure expansion, new-age businesses and debt reduction, while promoters are expected to fully participate

Benchmark indices fell for a third straight session while several individual counters such as Dilip Buildcon, Brigade Enterprises and Groww saw sharp moves driven by sentiment shifts and sector cues.

OmniScience Capital has entered the PMS space with 22 scientifically driven strategies and aims to scale AUM to Rs 250 crore in year one and Rs 1,000 crore in three years. Its three-category PMS suite targets scientific, research-focused investors with customised institutional solutions

Growws margins have surged toward 60% as its fixed-cost model funnels revenue growth directly to profits, says CFO Ishan Bansal. With new businesses like MTF, wealth management and commodities scaling up, Groww is diversifying beyond F&O. Customer acquisition costs may ease as markets improve, while long-term revenue growth is targeted at 2030% with wealth expected to outpace core business expansion.

India's foreign exchange reserves stood at $692.6 billion as of the week ended November 14, per central bank data. The Reserve Bank of India's net short position in FX forwards and futures, meanwhile, stood at $59.4 billion at the end of September

Enam Holdings Sridhar Sivaram expects Indias earnings growth to rebound in 2026 as the government pivots from investment to consumption, GST cuts take effect and RBI begins rate reductions. He warns low nominal GDP and flawed inflation readings have suppressed earnings this year but sees financials, NBFCs, consumption and gold outperforming as domestic demand strengthens and policy easing improves sentiment.

Indian equities extended their decline for a third consecutive session on Tuesday, November 25, as a volatile derivatives expiry day impacted the market. The Sensex and Nifty closed lower, with major banking and IT stocks contributing to the downturn. While PSU banks saw gains, IT, Auto, FMCG, and Oil & Gas sectors faced significant pressure.

Zinc futures gained on renewed demand and stronger global fundamentals, supported by tighter supply, low LME inventories and improving technical momentum. Analysts see a mildly bullish trend, with upward potential intact unless key support levels break.

Swiggys share price has fallen sharply even as FIIs and mutual funds steadily raise stakes. Retail investors have trimmed holdings, while strong revenue growth is offset by widening losses. Analysts remain optimistic with a bullish long-term outlook.

Fractal Analytics is set to become Indias first true AI-focused listed company after Sebi cleared its IPO. With strong global clients, a product-led enterprise AI model, improving financials and rising sector momentum, the company enters markets at a pivotal moment for AI adoption, despite competitive and client-concentration risks

Nithin Kamath urges traders to avoid over-trading, highlighting Zerodhas Kill Switch feature that blocks further trades for the day. The tool lets users disable segments, prevent revenge trading, and re-enable access only after a cooldown period.

European markets showed a cautious mood Tuesday, with investors awaiting crucial U.S. economic data amid growing hopes for interest rate cuts. Banks and commodity firms provided a lift, while Kingfisher surged on an improved profit forecast. Progress on a Russia-Ukraine peace deal also offered a glimmer of optimism.

The Wealth Company Mutual Fund, part of Pantomath Group, has received SEBI approval to launch its first-of-its-kind Specialized Investment Fund (SIF), branded 'WSIF'. This fund offers hedge-fund-like agility within a regulated mutual fund framework, aiming to provide differentiated performance through intelligent aggression and disciplined risk management for HNIs and sophisticated investors.

Indian equities have held steady in 2025, but beneath the headline gains, several 2024 multibaggers have sharply reversed. Screening BSE stocks above Rs 2,500 crore shows 25 names that doubled last year but corrected over 30% this year. Twelve have fallen more than 35%, reflecting shifting sentiment in a fast-moving market

Renewable energy's quiet phase may end, with opportunities in power producers and equipment makers. Private banks are range-bound as rate cuts loom. IT stocks are poised for gains from AI adoption and currency shifts. Luxury real estate is booming, while affordable housing lags. Housing finance companies offer an alternative investment path.

Market expert Dharmesh Kant notes strong order inflows in India's power equipment and transmission sector, but cautions about execution delays and premium valuations. He sees long-term value in the national grid's expansion, while defence counters present a compelling structural opportunity with significant domestic manufacturing growth expected.

Geosphere Capitals Arvind Sanger says the AI pullback is not a bubble but a healthy correction, with long-term adoption firmly intact. US markets are rallying on rising odds of a December Fed rate cut, though it may be a hawkish one. He adds that India needs stronger earnings growth to regain FII attention, while crude prices may see only limited impact from Ukraine-Russia talks.

As a result, India Inc.s credit metrics are poised for a marginal improvement, with the interest coverage ratio estimated at 5.3-5.5 times in Q3, up from 5 times in the previous quarter.Hospitals in some regions reported cancellations of planned surgeries, reflecting the broad impact of extended rains

Japan's Nikkei index closed nearly flat Tuesday, with SoftBank Group plunging nearly 10% due to concerns over competition between OpenAI's ChatGPT and Google's Gemini. While chip-related stocks like Advantest and Tokyo Electron saw gains, mirroring Wall Street's tech rally, SoftBank's significant drop weighed heavily on the market.

Japanese Prime Minister Sanae Takaichi received a supportive call from former U.S. President Donald Trump amid a diplomatic spat with China over Taiwan. Takaichi's remarks on potential Japanese military action if China attacked Taiwan angered Beijing, leading to a travel boycott. Analysts express concern over Trump's silence on the dispute, while Tokyo seeks to de-escalate tensions.

Dalal Street investors made notable portfolio adjustments during the September quarter.

Evonith Steel, a Maharashtra-based flat steel producer, is seeking to raise Rs 500 crore from private equity and family offices in South Asia over the next 9-10 months. The company, backed by Nithia Capital, is aiming for a valuation of 10-11 times its Ebitda ahead of a planned IPO.

JP Morgan predicts Brent crude could plunge into the $30s by FY27-end as non-OPEC+ supply surges sharply outpace demand. Robust offshore projects, expanding shale output, and a rapid inventory build are expected to deepen the global glut. The bank warns that without supply cuts, surpluses may widen through 2027, pressuring prices despite steady demand growth.

As the Nifty nears record highs, a market shift sees investors moving from mid- and small-cap stocks to safer large-cap names. This narrowing market breadth historically precedes corrections, with stretched valuations offering little cushion for many stocks. Despite near-term valuation hurdles, optimism remains for the food delivery segment's long-term profitability.

Motilal Oswal initiated coverage on Blue Star with a Neutral rating, expecting up to 10% upside with a 1,950 target price. The brokerage highlighted Blue Stars steady market share gains in room air conditionersfrom 7% in FY14 to 14% in FY25and its aim for 15% by FY27.

Experts warn of a potential AI bubble due to inflated valuations and excessive money pouring into the sector. Gold's value is expected to rise significantly, driven by central bank purchases as countries build new trade networks. Bitcoin faces a bleak outlook with no intrinsic value. Geopolitical tensions remain high, with little hope for a Russia-Ukraine peace deal.

Analysts at Deutsche Bank and HSBC have turned increasingly bullish on the S&P 500, citing strong earnings momentum and AI-driven investment cycles. Forecasts for 2026 range from 7,500 to 8,000, supported by tech-led gains, solid profitability and favourable investor positioning, with expectations that AI-related market strength will continue.

Indian government bonds saw gains on Tuesday. Central bank chief Sanjay Malhotra's comments fueled expectations for a rate cut next month. The benchmark 10-year yield dropped to its lowest in two weeks. The Indian Rupee also strengthened against the dollar. Market participants are closely watching the Reserve Bank of India's next moves on liquidity and bond yields.

Real estate giant Sobha Ltd has officially entered the Mumbai housing market with its inaugural project, 'SOBHA Inizio,' featuring 310 apartments. This development, spanning over an acre, marks a significant expansion for the Bengaluru-based firm. The company recently reported its highest-ever sales bookings and a substantial increase in net profit, underscoring its robust performance.

AWL Agri Business shares fell after the Adani Group fully exited the company through a bulk share sale and sought reclassification as a public shareholder. The firm now has no promoter ownership. Technical indicators reflect a broadly bearish trend, while FIIs have significantly increased their stake, signalling renewed foreign interest.

Bitcoin rebounded from a 7-month low to trade near $88,000, gaining 2% in 24 hours as major altcoins also rallied. Ethereum jumped over 4%, while XRP, BNB, and Cardano rose 9%, 3% and 4%. Solana, Dogecoin and Hyperliquid gained up to 5%. Overall, global crypto market cap inched up 1% to $3 trillion.

Antique Stock Broking has initiated coverage on Adani Ports & SEZ with a Buy rating and a Rs 1,773 target, citing its growing scale, integrated logistics model and strong financials. With rising cargo volumes, expanding infrastructure and improving leverage, the brokerage expects robust revenue, EBITDA and profit growth driven by long-term structural tailwinds.

India's new Labour Code is set to simplify regulations and formalize its vast workforce. This reform promises greater security and fairer pay for millions of workers, including informal and gig employees. Businesses, especially in organized sectors, will benefit from reduced red tape and increased flexibility. The code introduces new rules for platform businesses and enhances employee protections.

Indian equities have shown resilience despite global volatility, with market veteran Sudip Bandyopadhyay highlighting distinct domestic dynamics. He believes an India-US trade deal will be a major catalyst for foreign investment, while gold and silver are expected to provide decent returns. Bandyopadhyay remains optimistic about India's economic growth, driven by favorable macro factors and strong corporate earnings.

The IMF is expected to revise how it classifies Indias exchange rate regime, two years after triggering tensions with the RBI by suggesting excessive currency intervention. According to people familiar with the matter, the new description may reference a crawling peg, a framework involving gradual currency adjustments to reflect inflation differentials. The shift would signal a recalibrated view of Indias de facto forex management.

India's electronics manufacturing is shifting from assembly to technology and component leadership, driven by domestic demand, localization, and government support. With significant output and export growth, the sector is poised for value-added expansion, focusing on critical components and deep-tech domains for global competitiveness.

India's real estate investment is set for expansion. SEBI is planning regulatory changes to increase participation in REITs and InvITs. This includes examining their inclusion in benchmark indices. Mutual fund pools will also be widened for these investments. Experts suggest retail investors allocate 10-20% to real estate. This move aims to boost institutional investment and market transparency.

Chinas yuan is on track for its strongest annual rise since 2020, driven by firm PBOC guidance despite weak economic fundamentals. Analysts see renewed ambition for yuan internationalisation, reflected in policy signals, low volatility and steady appreciation. Expectations point to further strengthening as authorities promote global confidence in the currency.

Deven Choksey says the worst is behind Indias IT sector as large firms like TCS and Infosys shift to AI-driven, asset-heavy models and invest in data centres and platforms. He expects a 1520% upside once global clarity improves. Large caps may outperform first due to attractive valuations, while mid-tier IT will join the rally gradually.

Gold and silver prices surged on Tuesday. Hopes for a Federal Reserve rate cut in December are boosting precious metals. Gold futures climbed on MCX. Silver futures also saw gains. International gold prices remained steady. The U.S. dollar stayed near six-month highs. Investors anticipate a December rate cut.

Jefferies has initiated coverage on LG Electronics India with a Buy rating and a target price of Rs 1,980, implying a 21% upside. The brokerage sees strong rerating potential as the stock trades 1015% below peers like Blue Star and Havells. Its bullish view is supported by LGELs market leadership, superior margins, and capacity expansion plans to capitalise on rising demand.

Billionbrains Garage Ventures, parent of Groww, saw its shares climb after a recent slide. Despite volatility, analysts remain optimistic about Groww's long-term prospects due to its dominant digital platform and low customer acquisition costs, reflected in strong financial metrics. However, concerns over elevated valuations and potential SEBI regulatory tightening in the F&O segment linger.