GIFT Nifty 🇮🇳: (+15, 26421)
Market Recap:
It was a banner day for Nifty, Sensex and Bank Nifty in yesterday’s trade.
Record Highs (as on Thursday, November 27th 2025):
Nifty: 26,310.45
Sensex: 86,026.18
Bank Nifty: 59,866.60
Well, a new record high for benchmark Nifty — officially ended a 14-month consolidation and most importantly, potentially triggering the next leg of Nifty’s rally.
Meanwhile, Wall Street was closed on Thursday for Thanksgiving but will reopen Friday for a shortened session, closing early at 1:00 PM ET.
The 2-Big Question:
Will the FPI come back strongly?
Is India’s 2026 supercycle about to begin?
The Road Ahead:
For the day, bullish consolidation is quite likely as all eyes will be on India’s Friday’s GDP Growth Estimates for quarter ended September 30th, 2025
The 2-Big Positive Catalysts:
1) Dual Rate-Cut Hopes both the U.S. Fed and the RBI as early as next month.
2) U.S.–India Trade Deal Optimism
Technically Speaking:
With Nifty holding above 26,000 and scaling new record all-time-high, the rally now looks broad-based across banking, realty, metals, and energy — signalling improving risk appetite.
For bullish traders, the Gyan Mantra is simple: Make hay while the sun shines with biggest support on Nifty seen at 25900 mark.
The good news is that Nifty is above its 21 DMA (25879), 50 DMA (25534) and its 100 DMA (25216). Nifty’s 200 DMA at 24566 mark.
The Biggest Headwinds:
1) If there is a disappointment on US–India Trade Deal…
2) In yesterday’s trade, FIIs turned out to be net sellers to the tune of Rupees 1255 Crores.
We will spy with one big eye if foreign inflows begin reversing from net selling to consistent buying — especially on hope of further-rate cuts and expectations of corporate earnings upgrade, and India’s rising global weightage.
Bottom-line:
Nifty breaking into fresh record highs officially marks the end of a 14-month consolidation phase — and sets the stage for what could be the next leg of the rally.
But for today, the gyan mantra says to be disciplined:
Buy selectively on dips
Avoid chasing strength blindly
Manage leverage with caution — not emotion
Long Story Short:
Momentum is bullish, but smart positioning wins bull markets — not excitement.
STOCKS IN SPOTLIGHT:
🚗 Auto Stocks Fire Up — Nifty Auto Index too hits record high in yesterday’s trade driven by expectations of strong November wholesale figures.
Sector Outperformance:
Nifty Auto is up 3% in November, outshining the Nifty 50 (+1.9%)
Over the last four months, the auto index has jumped 17%, compared with a 6% rise in the broader benchmark
Top Movers in Autos:
Escorts (+4.49%, ₹3852) and Ashok Leyland (+6.67%, ₹158.88) surged fueled by optimism in the commercial vehicle (CV) segment.
Ashok Leyland Hits Fresh 52-Week High after announcing a strategic merger between its material subsidiary Hinduja Leyland Finance (HLFL) and NDL Ventures
The deal — set for April 2026, subject to approvals — includes a 25:10 share exchange ratio and forms part of a broader corporate restructuring strategy.
Stocks scaling fresh 52-week high:
AXISBANK (CMP 1286) 52-week high at ₹ 1304
BHEL (CMP 290.50) 52-week high at ₹ 295.25
HEROMOTOCORP (CMP 6165) 52-week high at ₹ 6200
MCX (CMP 10431) 52-week high at ₹10471.50
Whirlpool of India plunged 11.54% after a major block deal, reportedly from promoter Whirlpool Mauritius offloading ~7.5% stake at ₹1,030/share—a steep 14% discount to the previous close.
GMDC rose 4.83% after the Cabinet cleared a ₹7,280-crore incentive scheme to develop rare earth permanent magnet manufacturing, targeting 6,000 MTPA domestic capacity.
Now, here is the preferred trade on Nifty and Bank Nifty:
Nifty (26216): Buy at CMP. Stop 25771. Targets 26310/26421. Aggressive targets at 26700-27000 zone.
Bank Nifty (59737): Buy at CMP. Stop at 58171. Targets 59900/60300. Aggressive targets at 60700-61000 zone.
Our chart of the day is bullish on CUMMINS INDIA, HDF BANK and GLENMARK on any early excessive intraday weakness with an interweek/Intermonth perspective.
The 1 Stock to Buy Right Now: Buy M&M (M&M: CMP 3707): Buy at CMP. Stop at 3611. Targets 3771/3823. Aggressive targets at 3901. (Interweek Strategy). Rationale: Momentum Play. Signalling a massive breakout on the upside. Key interweek support 3641. Major hurdles only at 3771 mark. Momentum buying is likely only above 3771 mark. 200-DMA at 3183.
Disclaimer/ Disclosure: The investments & trading ideas recomended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only by after consulting with registered market intermediaries.
