| Trigger for the Week |
How will it impact? |
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- Nifty +0.61% up, Sensex +0.79% higher for the week ended 21-Nov
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- The rally was largely on the end of US shutdown, and that is likely to remain the large cap theme for now
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- Mid-cap index -0.76% lower; small cap index -2.22% down this week
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- Action has clearly shifted out of smaller stocks, and the focus is likely to remain on large stock for next week too
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- Key corporate actions with record date in the coming week to 28-Nov
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- HDFC AMC, Thyrocare (Bonus); Sikko, Unison (Stock Split); Ingerson Rand, PFC, AK Capital (Dividends)
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- Indian rupee-dollar to be in focus next week after the sharp fall
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- After weakening to ₹89.64/$, the focus shifts to RBI defence level and also to the NDF selling in rupee
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- Defence stocks to be in focus after the events during last week
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- The Tejas crash at Dubai air-show and HAL struggling to maintain output schedules to weigh on defence stocks
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- MOSPI to declare the IIP data for October in the coming month
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- IIP is expected to falter from 4.0% and manufacturing IIP from 4.8% on weak signals from core sector growth
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- India Q2FY26 GDP growth data to be put out on Friday this week
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- Markets are expecting a worsening of the fiscal deficit, with the target of 4.4% of GDP almost impractical
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- CGA to put out the fiscal deficit update as of end October 2025
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- The data becomes critical as the fiscal deficit is expected to worsen as the government is likely to boost spending
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- The US BEA to announce the Sep-25 PCE inflation in the coming week
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- Despite the delay of a month, the PCE inflation data will be critical in helping Fed decide on rate cuts in Dec-25
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- The US BEA will also put out its first estimate of Q3 GDP in this week
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- After turning around to 3.8% GDP growth in Q2, the US is likely to see some growth pressure in Q3-2025
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- IPO markets to see just 1 IPO close and 1 IPO listing in coming week
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- While a string of IPOs is expected in December, the focus for now shifts to subscription and listing show
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- Nifty S/R at (26,021/26,148); Sensex S/R (85,077/85,498) for next week
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- Crucial levels for change in Long View will be 25,959 for Nifty and 84,861 for Sensex; with Shorts only below that
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- Key data points from US markets to be keenly watched this week
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- Industrial output, Retail Sales, PPI, Business Inventories, Jobless Claims, New Home Sales, Fed Balance Sheet
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- Key data points from ROW markets to be keenly watched this week
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- ECB Speak, ECB FSR (EU); Core CPI, Industrial Production (Japan); Autumn Forecast (UK); Composite PMI (China)
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