The US Fed's interest rate decision will be the major factor dictating trends in the domestic equity market this week, with global movements and foreign investor activity also influencing sentiment, according to analysts. Stock markets ended the last week on a subdued note, with benchmark indices Sensex and Nifty closing flat.
Indian exports to the US will face a 10% tariff, down from 25%, for 150 days following a US Supreme Court ruling. However, uncertainty persists due to potential further tariff hikes and long-term implications.
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Among the Sensex constituents, Eternal, Tata Steel, Kotak Mahindra Bank, UltraTech Cement, Maruti Suzuki India, Sun Pharmaceuticals, Tech Mahindra, HDFC Bank, Tata Motors Passenger Vehicles, Infosys, Trent, Mahindra & Mahindra, Reliance Industries and HCL Technologies were the gainers. However, Asian Paints, Bharti Airtel, Bajaj Finance, PowerGrid, Axis Bank, ICICI Bank and Titan were among the laggards.
Gold and silver prices are poised to maintain their record-setting rally in the coming week as investors focus on global inflation data and key macroeconomic indicators that shape central bank policy paths, analysts said.
The bull-market in gold is not yet over and prices can rise to $6,200 an ounce (oz) by mid-2026, up nearly 25 per cent from current levels, according to UBS.
'It would have polarised the Marathi-non Marathi divide further. 'Fadnavis had a very clear strategy: Let all Marathi people campaign for us (the BJP), and whatever results we get will be delivered by Marathi people only.'
Former Bangladesh skipper Tamim Iqbal has urged the Bangladesh Cricket Board to avoid being driven by "public emotion" while deciding the national team's participation in next month's T20 World Cup.
'Headcount expansion is more likely in revenue-linked and product-critical teams than in broad based hiring.'
From the Sensex firms, Bharti Airtel, Power Grid, Tech Mahindra, Infosys, Bajaj Finance and Reliance Industries were among the major laggards. However, Larsen & Toubro, Bharat Electronics, UltraTech Cement and Maruti were among the gainers.
The rupee recovered 55 paise from its all-time low level to close at 90.38 against the US dollar after a volatile trade on Wednesday, amid suspected aggressive central bank intervention.
'Retail portfolios were going nowhere even as headline indices moved higher, prompting investors to sell holdings and shift money to IPOs, attracted by listing-day gains.'
Like the realisation on the failure of development, we have also internalised the failure on democracy, argues Aakar Patel.
Inflation data, quarterly earnings and global trends will be the major driving factors for stock markets this week, analysts said. Moreover, the trading activity of foreign investors would also influence the equity market trends.
National Security Advisor Ajit Doval emphasized the need to strengthen India's security across all sectors, including the economy, to address historical vulnerabilities. He highlighted the sacrifices of freedom fighters and the importance of strong leadership.
WPI inflation data, trading activity of foreign investors and global cues would dictate trends in the stock market this week, analysts said.
Budget 2026 sticks to fiscal discipline, shuns populist measures despite five key state elections coming up, but ends up rattling stock markets with a higher transaction tax on derivatives trading.
'The BNP's election manifesto lists grievances against India, mirroring the attitude of past BNP governments.' 'Political parties have been careful not to say bad things about China.'
After a record-breaking year, India's automobile industry is entering 2026 on a relatively strong footing, with sales growth expected in the 6-8 per cent range. The outlook is underpinned by policy support, including GST rationalisation, easing monetary conditions, and income tax relief, which together are likely to improve affordability and sustain consumer demand across vehicle segments.
The Sentiment Analyser features a user-friendly interface with sliders for each political party, ranging from -7 to +7, to represent negative to positive shifts in public sentiment.
Mumbai recorded its strongest housing market performance in 14 years in 2025, with property registrations rising to 150,254, amid a sustained end-user demand and supportive supply-side ecosystem, according to Knight Frank India.
The rupee slumped 5 per cent in 2025 as persistent capital outflows from foreign investors, alongside heightened dollar demand from importers, making it one of the worst-performing Asian currencies.
Investors must account for currency depreciation in their financial plans and use instruments that can cushion the erosion in purchasing power.
The rupee plunged 26 paise to an all-time low of 90.75 against the US dollar in intra-day trade on Monday, weighed down by uncertainty over an India-US trade deal and persistent foreign fund outflows.
Foreign Affairs expert Robinder Sachdev on Monday expressed serious concern over the current public sentiment and statements emerging from leaders in Bangladesh against India, describing them as 'threats' targeting Northeast India and warning that these elements in the neighbouring country are actively seeking ways to 'hurt' the nation.
'Pakistan's role in Bangladesh will always be negative, since it's a one-point agenda is hostility against India.'
The Goa police have ordered the cancellation of the four-day event, which was advertised on social media under the banner of Bhagwan Shree Rajneesh Foundation.
'Should China's interest in the Teesta River projects be approved, it would likely result in heightened Chinese presence near the Siliguri corridor.'
The rupee plunged 38 paise to close at an all-time low of 90.32 against the US dollar on Thursday amid uncertainty over the India-US trade deal. Forex traders said the rupee is expected to trade with a negative bias as the delay in the trade deal between India and the US may continue to dent investor confidence.
From the Sensex firms, Eternal, NTPC, Kotak Mahindra Bank, ICICI Bank, Bajaj Finserv, Power Grid, Trent and HDFC Bank were among the major laggards. However, Bharat Electronics, Larsen & Toubro, Tata Consultancy Services, ITC and State Bank of India were the gainers.
Bihar's opposition Mahagathbandhan is experiencing internal conflict following their defeat in the recent assembly elections. Congress leaders have expressed dissatisfaction with their alliance with the RJD, leading to a blame game and further disarray within the opposition camp.
Clearly, some of the bullishness of the early days has gone missing. Ola's market share is slipping amid rising competition from incumbents like Bajaj Auto and TVS.
From the Sensex firms, Adani Ports, NTPC, Power Grid, HCL Tech, Tata Steel, Sun Pharma, Trent and Asian Paints were among the major gainers. However, Bharat Electronics, Eternal, Mahindra & Mahindra and Maruti were among the laggards.
India's manufacturing sector activity eased to a nine-month low in November, mainly owing to softer rise in sales and production amid reports of challenging market conditions, a monthly report said on Monday. The seasonally adjusted HSBC India Manufacturing Purchasing Managers' Index (PMI) falling to 56.6 in November from 59.2 in October, highlighted the slowest improvement in operating conditions since February.
'Tourists from long-haul markets such as the US, UK, and Western Europe are especially sensitive to such news, and short-term cancellations or postponements of planned trips can be expected.'
Even as festive hiring for the year surged, wage parity between gig and permanent employees remained unresolved, with 47 per cent of respondents believing there is a pay gap, a report has revealed.
'The RSS, that advocated military strength, remained in the ideological doghouse for over half a century. Many of the RSS' responses even today carry the burden of this past,' points out Colonel Anil A Athale (retd).
The move follows an online meeting held earlier this week, where captains discussed the growing uncertainty surrounding the paused ISL season.
India's manufacturing sector activity strengthened in October, buoyed by Goods and Services Tax relief, productivity gains and tech investment, even as international sales rose at a weaker pace, a monthly survey said on Monday.
'In the interim, India will be confronted with anti-India feeling because Sheikh Hasina had India's support.' 'We will have to deal with it, but it will not be a permanent phenomenon.' 'There is substantial goodwill towards India which will stand us in good stead.'
