After a brief pause in October, foreign investors resumed selling, pulling out a net Rs 3,765 crore from Indian equities in November, driven by global risk-off sentiment, volatility in global tech stocks and selective preference for primary markets over secondary markets.
Tamil Nadu Chief Minister M K Stalin has welcomed the Supreme Court's ruling that state governors must give assent to bills passed by state assemblies, calling it a 'historic' victory for all state governments in India. The court's decision came after the Governor of Tamil Nadu, R N Ravi, withheld assent to several bills passed by the state legislature. The court found that the governor's actions were in violation of the Indian Constitution, which mandates that governors must act on the advice of the council of ministers. The ruling is seen as a significant step towards strengthening the federal structure of India.
Macroeconomic data, global market trends and trading activity of foreign investors will be the key drivers for dictating market sentiment this week, analysts said. "This week, volatility may increase ahead of the November derivatives expiry. Domestically, markets will track several high-impact macro releases, including Q2 GDP data and industrial production.
Average employee salaries in India are set to increase by 9 per cent in 2026, with a renewed focus on short-term incentives and skills-based systems, a report said on Wednesday. According to Mercer's Total Remuneration Survey 2026, organisations in India are shifting toward broader, more holistic value propositions and the top factors influencing salary increases include individual performance, inflation and the organisation's competitiveness in the job market, among others.
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.
'From every point of view, they have faced an extremely difficult couple of years, and the setback they have suffered is irreversible.' 'This reality has begun to set in even amongst the top-level cadres. That is why, in recent times, we have witnessed a huge number of senior-level cadres emerging from the jungle and deciding to renounce violence and join the mainstream.'
'Solutions developed in India are being commercialised and offered globally because we're executing at scale, creating new markets and revenue streams.'
The Indian rupee, swaying through multiple headwinds, tiding over global trade disruptions and massive foreign fund outlfows, is unlikely to arrest its descent until tariff impact overhangs, notwithstanding robust domestic macroeconomic tailwinds. The Reserve Bank of India (RBI), which sees the rupee's depreciation as a silver bullet to offset the tariff shock, expects the currency to find its stable course once India reaches a trade deal with its largest trading partner, the US.
'I don't see how a company like OpenAI can honestly expect to generate revenue significant enough to maintain its spending habits via John and Jane Q. Public,' points out Sree Sreenivasan.
'The real story of 2025 is that India officially stopped being a 'market of the future' and started acting as the world's primary economic engine.'
Domestic PMI data, US Federal Reserve meeting minutes and the progress on India-US trade deal negotiations are likely to influence movement in the equity market in the week ahead, according to analysts. Moreover, the trading activity of foreign investors would also influence the equity market trends.
People connect with people. No matter how small your brand is, when you share your journey or the why behind your business, you automatically humanise your brand and make it unique as compared to faceless competitors, says Vinayak Burman.
The top three contenders for 2025 were -- rage bait, aura farming and biohack.
'Our problem is not a budget deficit but a trust deficit. We need to trust our institutions and industries to innovate and lead. That is the way forward for India.'
In an event-heavy week, stock investors will track ongoing quarterly earnings, the US Federal Reserve's interest rate decision, and macroeconomic data for market direction, analysts said. Moreover, progress in India-US trade negotiations will remain a key focus for investors, an expert said.
'Earnings growth will be the main driver of India's market in 2026, with profits expected to rise 9% to 10% in H2 FY26 and accelerate to 12% to 15% in FY27.'
"2005 se lekar aaj tak... logon ne dekha hai kaun sarkar chalata hai aur kaun sirf hawa banata hai, (From 2005 till today, people know who actually governs and who just makes noise)," said Ramesh Yadav, a booth worker from Nalanda who claimed he had attended every JD-U celebration since Nitish's debut win.
Infosys commits to hiring 20,000 graduates amid industry-wide layoffs and uncertainty.
What is currently perceived as a massive, low-tech liability could become a high-value, export-oriented economic engine, points out Ajit Balakrishnan.
UBS has turned bullish on emerging markets (EM), including India, as it finds benign macro trends, positive momentum in earnings revisions, and resilient EM currencies helping these economies sustain higher valuations and attracting flows. Among regions, it has upgraded Mainland China to 'attractive' and China Tech to 'most attractive', while downgrading Philippines to 'neutral'.
Madhya Pradesh Minister and Bharatiya Janata Party leader Inder Singh Parmar has sparked controversy by saying that social reformer Raja Ram Mohan Roy was a 'British agent' who started a 'vicious cycle of religious conversion', prompting the Trinamool Congress to call the remarks an insult to Bengal.
Bad loans in the agriculture sector remain elevated, with several public-sector banks (PSBs) reporting higher slippages in the April-June quarter of FY26. For many banks, non-performing assets (NPAs) in farm lending were 5 per cent or more, with some nearing double digits.'
Among Sensex firms, Trent, ICICI Bank, Tech Mahindra, Bajaj Finserv, Mahindra & Mahindra, Power Grid, Tata Consultancy Services and Bajaj Finance were the major laggards. However, Tata Steel, Larsen & Toubro, State Bank of India, Kotak Mahindra Bank were among the major gainers.
Global tech giants surprisingly prefer skills over IIT and IIM tags which no longer guarantee entry into the world's most innovative workplaces.
'10 million Indians are currently living with dementia, and the number is expected to double by 2036.'
ICICI Securities expects Jio Platforms' ensuing IPO to fetch "premium valuations", as was the case in the high-profile equity raise of FY21, and has pegged the company's equity value at $148 billion by September 2027.
'The elimination of terrorists does not imply the neutralisation of terrorism. That terrorist ecosystem continues to thrive in Kashmir.'
Taming the animal called AI in its many avatars will clearly remain a work in progress.
Trading sentiment in the equity market will be guided by macroeconomic data announcements, global trends and quarterly earnings from IT major TCS this week, analysts said. Stock markets would also be tracking trading activity of foreign investors who remained net sellers of Indian equities in September.
'An asset must generate income. Equities yield dividends, bonds pay coupons, deposits give interest, and real estate earns rent.' 'Gold, silver, and even Bitcoin produce no income, they merely store value. So, they should not be compared to productive assets.'
Nearly 70% of autoimmune disease patients in India are women. Doctors have observed that autoimmune diseases are far more common among women, especially between the ages of 20 and 50, when hormonal and lifestyle factors are most active.
Retail inflation slipped to 1.54 per cent in September from 2.07 per cent in the preceding month mainly due to subdued prices of food items, including vegetables and pulses, according to government data released on Monday. The consumer price index (CPI) based inflation was 5.49 per cent in September 2024.
'We sent just 500 people from India to the US on H-1B visas. There is no dependence on H-1B visas.'
In all the three group matches, Sri Lanka thrived while chasing and one would expect the Islanders to continue the same trend if they win the toss on Saturday.
Utilities in the power sector present an interesting investment case at this moment. Most power stocks have lost substantial ground in the past 12 months.
Terror outfits in Jammu and Kashmir are now constructing elaborately-designed underground bunkers deep inside thick forests and elevated ridges instead of taking shelter in local houses, officials said. This tactical shift, fuelled by eroding local support, presents a new challenge to the Army and other security forces.
In the foreword of the autobiography titled I am Giorgia -- My Roots, My Principles brought out by Rupa Publications, Modi says the book, "gives readers a candid and rare glimpse into the heart and mind of one of Europe's and the world's most dynamic and vibrant leaders."
President Putin and Prime Minister Modi greeted each other with a warm hug, after which they walked towards the stage for a family photo of the SCO members.
The average Indian worker must labour for an extraordinary 160 full working days to afford Apple's latest iPhone 17 Pro.
Plans for big bang reforms in the GST regime by Diwali, the Putin-Trump summit and S&P upgrading India's sovereign credit rating are likely to instil optimism in the domestic equity market in the week ahead, analysts said. Besides, trends in global markets and the trading activity of foreign investors would also impact domestic investors' sentiment.
© 2026 Rediff.com - Advertise with us - Disclaimer - Privacy Policy - Sitemap - Feedback - About us - Terms of use - Grievances