Navigating Growth Amid Global Headwinds As we close out November 2025, the Indian equity markets stand at a pivotal juncture. The Nifty 50 has notched a 2% gain this month, closing above 26,000, while the Sensex hovers near 85,700, marking the third consecutive monthly uptick.804df5 This resilience comes after a year of underperformance, with the Nifty up just 5% year-to-date, lagging major global peers due to FPI outflows, elevated valuations, and US tariff uncertainties. Looking ahead to the next three months (through February 2026), we anticipate a cautiously optimistic trajectory, with potential for 4-6% upside in benchmarks, driven by domestic tailwinds and easing monetary pressures. However, volatility could persist from external shocks. Key factors shaping this view include a robust earnings revival—Q2 FY26 results showed the strongest profit growth in over a year, with consensus projecting 13% expansion for calendar 2025 and 16% in 2026. India's GDP is forecasted at 6.4% fo...
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