The Indian markets exhibited a bullish sentiment on November 10, snapping a three-day losing streak amid positive global cues from the potential resolution of the US government shutdown and improved corporate earnings. Key themes included a rebound in IT stocks, upgrades from global brokerages like Goldman Sachs, and regulatory developments from SEBI and RBI. Overall, the session was marked by optimism driven by sectoral gains and foreign investor inflows.

  • Sensex rose 319 points, Nifty above 25,550 led by IT sector surge.
  • Goldman Sachs upgrades India to overweight with 14% Nifty upside.
  • SEBI submits expert report on conflict of interest disclosures.
  • RBI allows silver as collateral for loans starting April 2026.
  • Bajaj Finance reports 22% profit growth in Q2 FY26.

The Indian markets exhibited a bearish sentiment on November 7, 2025, with major indices closing flat but posting weekly losses primarily due to foreign outflows and global uncertainties. Key themes included optimism around potential Indo-US trade agreements boosting growth, government initiatives for banking consolidation, and regulatory enhancements in pharmaceuticals, alongside positive corporate developments in energy and commodities.

  • Markets endure weekly declines from persistent foreign capital outflows.
  • Anticipated Indo-US trade deal may elevate FY26 growth to 7%.
  • Government explores bank mergers to fortify financial institutions.
  • Fuel demand hits five-month high, indicating strong economic rebound.
  • Drugmakers mandated to meet global quality standards by January.

The Indian markets closed on a bearish note amid volatile trading, driven by persistent foreign institutional investor outflows and broad-based profit booking. Overall sentiment remained cautious, pressured by global uncertainties, though select corporate performances provided some offsets. Key themes included regulatory reforms to enhance market efficiency, calls for banking sector scaling, and fluctuations in commodities like gold and crude oil.

  • Indices dipped due to FII selling, with Sensex down 148 points and Nifty below 25,510.
  • SEBI pushed IPO simplifications and retail bond incentives to boost participation.
  • Finance Minister urged development of world-class banks for economic growth.
  • Gold prices declined amid US rate cuts and global uncertainties.
  • Record US crude imports expected to sustain, aiding trade balance.