Market Summary Highlights – Friday, November 14, 2025

Market Performance

• Nifty 50 closed at 25,910, up 30 points (0.12%)

• Sensex gained 84 points (0.10%) to settle at 84,563

• Bank Nifty surged 135 points (0.23%) to 58,517, hitting fresh weekly closing highs

• INR/USD stable at 88.72, marginally down from 88.68 previous day

• Overall sentiment turned positive after initial weakness

Top Gainers

• Tata Motors Commercial Vehicles: +3.2%

• Eternal: +2.15%

• Bharat Electronics: +1.6% (secured ₹871 crore order for fire control systems)

• Axis Bank: +1.57%

• Trent: +1.52%

• HBL Engineering (small-cap): +7.79%

• Garden Reach Shipbuilders (small-cap): +5.61%

Top Losers

• Infosys: -2.33%

• Eicher Motors: -2.27%

• Tata Steel: -1.5%

• HDFC Life Insurance: -1.27%

• Poonawalla Fincorp (small-cap): -2.28%

• Brainbees Solutions (small-cap): -2.26%

FII/DII Activity

• DIIs net purchased ₹3,091.87 crore

• FIIs continued selling for fourth consecutive session, offloading ₹383.68 crore

Technical Levels

• Nifty 50 support: 25,790–25,650 (aligns with 20-day moving average)

• Nifty 50 resistance: 26,000–26,104

• Bank Nifty support: 58,000–58,150

• Bank Nifty resistance: 58,500 (broken decisively)

• Bank Nifty target: 59,000–59,200

Sector Performance

• Strongest: Banking, PSU stocks, Power, Telecom, Realty

• Weakest: IT (-0.48%), Metals (mixed), Media, Financial Services

Market Drivers

• Bihar Assembly election results confirmed NDA victory, boosting sentiment

• Policy continuity and reduced political uncertainty

• Q2 robust earnings supporting recovery

• RBI inflation data at record low (0.25%) fueling rate cut expectations for December

• US Fed hawkish commentary creating rate cut uncertainty

• RBI penalties on three cooperative banks for compliance violations

Commodity Markets

• MCX Gold (December): ₹1,26,280 per 10 grams, down 0.37%

• MCX Silver (December): ₹1,60,809 per kg, down 1.02%

• Crude Oil: ₹5,329 per barrel, up 1.69%

Global Market Impact

• US equities sold off sharply: S&P 500, Nasdaq, Dow Jones declined 1.6–2.3%

• Headwinds from disappointing AI earnings and rate cut concerns

• Middle East tensions and China's weakening economic data weighing on sentiment

Forward Outlook – Monday

• Nifty 50 needs to sustain above 25,800 to target 26,000

• Bank Nifty attempting breakout above 58,500

• Monitor overnight US data and Fed commentary for tone-setting

• Key catalysts: macroeconomic data releases and auto/metals earnings

Key Trading Takeaway

• Bihar victory narrative favors banking and PSU sectors with strong relative momentum

• Conservative investors: watch for dips near 25,800 on Nifty for long positions

• Traders: Bank Nifty breakdown below 58,000 is critical sell signal

• Risk watch: Further hawkish Fed signals could trigger pullback by next week