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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.

Hindustan Unilever faces challenges as its growth slows. Traditional brands like Horlicks and Lux are seeing reduced demand. New-age competitors are gaining ground in beauty and personal care. Home care remains a strong segment. HUL is implementing strategies for volume recovery and sharper segmentation. Investors anticipate steady growth rather than rapid returns.

Dr. Reddy's Laboratories secured European Commission approval for AVT03, a biosimilar to Prolia and Xgeva, for osteoporosis and bone complications. This significant milestone, following a positive CHMP recommendation, allows marketing across EU member states and EEA countries. Dr. Reddy's, in partnership with Alvotech, will commercialize the drug under brands Acyvbra and Xbonzy.

Indian stock markets opened on a subdued note today. The Sensex and Nifty saw slight dips. Losses in IT and oil & gas sectors weighed on the indices. However, gains in metal and PSU bank stocks provided some support. Broader markets also experienced minor declines.

Ceigall India shares: The company received an LoI from REC Power Development & Consultancy for a 35-year infrastructure project worth 585 million annually. The project involves setting up a 400/220 kV Velgaon GIS substation under TBCB norms. The company must submit a 9.35 crore performance guarantee within 10 days.

Indian IT stocks, once dismissed as AI losers, have surged 10% since October, adding Rs 2.6 lakh crore in market capitalization. Investors are betting on a long-awaited AI services inflection point, with companies like TCS and Coforge showing significant gains. This comeback follows years of muted growth, as the sector now aligns with strengths in AI applications and services.

Crisil Ratings Anuj Sethi says Indias OMCs are set to see over 50% growth in operating profits this fiscal as softer crude boosts marketing margins to $14 per barrel, even as refining margins moderate. With crude expected at $6567, global supply steady and inventories strong, oil prices may fall further, while domestic retail fuel prices are likely to remain unchanged.

Sudeep Pharmas Rs 895-crore IPO enters its final bidding day with strong overall demand, led by robust NII and retail participation. Despite a softening grey-market premium, subscription momentum remains healthy. Backed by diversified excipient capabilities, steady financial growth and anchor interest, the company is positioned favourably as it approaches allotment and listing.

High-frequency trading firms have posted robust profit growth in India despite regulatory curbs, highlighting their ability to navigate the $5.4 trillion equity market. Hudson River Trading led with a 156% profit surge for the fiscal year ending March 31. Other firms, including Optiver, AlphaGrep Securities, and Graviton Research Capital, also reported strong annual gains, reflecting resilience and strategic agility.

Indias real estate sector is set to reach $1 trillion by 2030, driven by robust residential demand, booming commercial leasing, and rapid growth in hospitality, warehousing, and data centres, says ANAROCK Chairman Anuj Puri. With 6.6 lakh crore in expected home sales and rising GCC-led employment, the sector expands steadily even as new labour codes push construction costs up 34%.

Household spending remains subdued despite government GST rate cuts. The auto sector shows a rebound, but it is not seen as a broad cyclical upturn. Consumer stocks face a cautiously optimistic outlook for 2026, dependent on wage growth. Gold prices are expected to continue their bull market due to geopolitical factors and central bank buying.

Siemens Energy India shares could see activity today as it posted robust financial results for the fourth quarter of FY2025. Revenue and profit saw significant increases, supported by a substantial rise in the order backlog. The company declared a dividend, reflecting its strong operational performance. Continued demand for energy and electrification solutions is expected to drive future growth.

Paras Defence and Space Technologies shares are likely to draw investor attention on Tuesday, November 25, following the signing of a Memorandum of Understanding (MoU) with the Inter-University Accelerator Centre (IUAC), New Delhi. IUAC, an autonomous institute under the UGC and Ministry of Education, focuses on particle accelerator-based research and development. The collaboration aims to advance technology and innovation in India.

As of November 24, five stocks in the NSE F&O segment recorded a strong rise in futures open interest, signalling expanding trader participation and fresh position-building activity. Fortis Healthcare, Hitachi Energy India, KEI Industries, Rail Vikas Nigam and Piramal Pharma posted double-digit OI gains, reflecting heightened derivatives market interest.

Housing and Urban Development Corporation has signed a five-year non-binding MoU with the National Institute of Urban Affairs to collaborate on urban infrastructure initiatives, capacity-building programmes, research activities and financing exploration. The partnership aims to support urban development through joint programmes, evaluation frameworks and coordination with multilateral funding agencies.

Eris Lifesciences is set to fully acquire its injectable unit, Swiss Parenterals. The deal involves a share swap valued at Rs 423.3 crore. This move aims to enhance operational control and financial integration. Swiss Parenterals, a significant exporter, has shown consistent revenue growth. Eris also reported strong Q2 performance with increased revenue and profit.

Five Nifty200 stocks showed strengthening momentum on 24 November as their RSI values crossed above 50 from lower levels. This shift signals improving price strength and early bullish intent, helping traders spot emerging opportunities at the beginning of a potential upward trend supported by rising momentum and steady accumulation.