Weekly Indian Stock Post Market Report (10–14 November 2025)

📊 Indian Market Overview

Domestic equity markets ended this week on a firm footing, breaking a two-week losing streak as political stability, easing inflation and supportive global cues lifted sentiment. Optimism around a potential India–US trade agreement and growing expectations of an upcoming U.S. Federal Reserve rate cut further supported risk-on appetite. The NDA’s strong performance in the Bihar elections also reassured investors on the political front, while an encouraging Q2 earnings season added stock-specific momentum.

Key Highlights of the Week

• Benchmarks rebound: Sensex up 1.63%, Nifty 50 up 1.64% for the week.
  
• Broad market mixed: BSE Mid-Cap index gained 0.89%, while BSE Small-Cap added a modest 0.14%.
  
• Five-day winning streak: Markets rose in all five sessions, though gains moderated towards the end of the week.
  
• Macro boost: CPI inflation cooled to a record low of 0.25% in October, while WPI inflation stayed in negative territory.
  
• Policy support: Government announced export support schemes worth ₹45,060 crore, targeting sectors hurt by higher US tariffs.
  
• Global cues: Softer inflation in Germany, cooling UK labour market data, and mixed Chinese macro numbers shaped global risk sentiment.
  

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Market Performance: Benchmarks Back in the Green

For the week ended Friday, 14 November 2025:

• S&P BSE Sensex:
  
  • Gained 1,346.5 points or 1.63% to close at 84,562.78
    
• Nifty 50:
  
  • Rose 417.75 points or 1.64% to 25,910.05
    
• BSE Mid-Cap Index:
  
  • Up 0.89% to 47,187.18
    
• BSE Small-Cap Index:
  
  • Up 0.14% to 53,130.68
    

While frontline indices led the recovery, the relatively muted gains in small caps indicate some profit-taking and selectivity at the broader market level.

Day-by-Day Movement: Five Sessions of Gains

Monday:

Markets bounced back after a three-session losing streak.

• Sensex: +319.07 pts (0.38%) to 83,535.35
  
• Nifty 50: +82.05 pts (0.32%) to 25,574.35
  

The rebound was driven by value-buying in large caps after the recent correction, along with improving global risk sentiment.

Tuesday:

The uptrend extended for a second day, supported by positive global cues and selective buying in financials and IT.

• Sensex: +335.97 pts (0.40%) to 83,871.32
  
• Nifty 50: +120.60 pts (0.47%) to 25,694.95
  

Over two sessions, Sensex and Nifty gained around 0.78–0.79%, signalling a firm attempt at trend reversal.

Wednesday:

Wednesday marked the strongest session of the week, with broad-based buying.

• Sensex: +595.19 pts (0.71%) to 84,466.51
  
• Nifty 50: +180.85 pts (0.70%) to 25,875.80
  

In three consecutive trading sessions, both Sensex and Nifty climbed about 1.50%, aided by easing inflation data and expectations of a supportive global rate environment.

Thursday:

Market action turned range-bound, with indices ending almost flat after a volatile session.

• Sensex: +12.16 pts (0.01%) to 84,478.67
  
• Nifty 50: +3.35 pts (0.01%) to 25,879.15
  

After four straight sessions, both indices were up about 1.51%, with traders turning stock-specific ahead of more earnings releases.

Friday:

Benchmarks closed with minor gains, extending the winning streak to five sessions.

• Sensex: +84.11 pts (0.10%) to 84,562.78
  
• Nifty 50: +30.90 pts (0.12%) to 25,910.05
  

For the full week, the Sensex gained 1.61% and the Nifty 1.63%, driven by improved risk appetite, political clarity and benign inflation data.

Economy & Macro: Record-Low CPI, Lower FX Reserves

Foreign Exchange Reserves Decline

India’s foreign exchange reserves fell by $5.6 billion to $689.73 billion in the week ended 31 October 2025, according to RBI data.

• Foreign Currency Assets (FCA):
  
  • Down $1.9 billion to $564.59 billion
    
• Gold Reserves:
  
  • Declined $3.8 billion to $101.72 billion
    
• SDRs (Special Drawing Rights):
  
  • Lower by $19 million to $18.64 billion
    
• IMF Reserve Position:
  
  • Up $16.4 million to $4.77 billion
    

The drop in reserves was largely due to valuation changes in gold and foreign currency assets, and possibly RBI’s active management of rupee volatility.

CPI Inflation Hits a Record Low

India’s retail inflation (CPI) eased sharply to a record low of 0.25% in October, down from around 1.4–1.5% in September, as food prices continued to soften.

Key drivers:

• Food prices: Fell 5.02% year-on-year
  
• Food & Beverages Index: Declined 3.72%
  

The government attributed the sharp fall in headline and food inflation to:

• Lower GST rates on select items
  
• A favourable base effect
  
• Price declines in oils & fats, vegetables, fruits, eggs, footwear, cereals and related products
  

This marks:

• The fourth consecutive month with CPI below the RBI’s medium-term target of 4%
  
• The seventh straight month within the RBI’s tolerance band, well below the 6% ceiling
  

Such benign inflation significantly strengthens the case for a more accommodative monetary stance going forward, although the RBI may still remain cautious given global uncertainties.

WPI Inflation Remains Negative

The annual inflation rate based on the All-India Wholesale Price Index (WPI) stood at -1.21% (provisional) in October 2025 versus October 2024.

The negative wholesale inflation was led by:

• Lower prices of food articles
  
• Crude petroleum & natural gas
  
• Electricity
  
• Mineral oils
  
• Basic metals
  

The combination of ultra-low CPI and negative WPI suggests broad-based disinflation across both retail and wholesale levels, providing relief to consumers and input cost support to corporates.

Government Support for Exporters

To cushion exporters affected by higher US tariffs, the central government unveiled new schemes with a total outlay of ₹45,060 crore:

• Export Promotion Mission:
  
  • Allocation of ₹25,060 crore
    
• Expansion of Credit Guarantee Scheme for Exporters:
  
  • Allocation of ₹20,000 crore
    

Key beneficiary sectors include:

• Textiles
  
• Leather
  
• Gems & Jewellery
  
• Engineering Goods
  
• Marine Products
  

These measures aim to support competitiveness and liquidity for export-oriented industries facing global demand and tariff-related headwinds.

Global Markets: Mixed Data, Easing Inflation in Europe

Japan

• Wholesale price inflation rose 2.7% y/y in October, moderating from the previous month, partly on account of lower import costs.
  This indicates some easing in input price pressures, even as domestic demand remains fragile.
  

China

China’s macro data pointed to a mixed and still-fragile recovery:

• Fixed-asset investment (including real estate):
  
  • Contracted 1.7% in the first ten months of the year
    
  • Deepened from a 0.5% decline in January–September

• Industrial output:
  
  • Grew 4.9% y/y in October, down from 6.5% in September
    
  • Weakest pace since August 2024

• Retail sales:
  
  • Rose 2.9% y/y in October, slightly below 3% in September
    

The data underscores persistent pressures in property and investment, even as consumption and production remain positive but subdued.

United Kingdom

The UK economy and labour market continued to cool:

• Unemployment rate:
  
  • Rose to 5.0% in the three months to September (from 4.8%)

• Regular pay growth (ex-bonuses):
  
  • Eased to 4.6% y/y from 4.7%

On growth:

• Q3 2025 GDP:
  
  • Expanded 0.1%, slowing from 0.3% in Q2

• September 2025 GDP:
  
  • Contracted 0.1% month-on-month
    

The combination of rising unemployment, moderating wage growth and slower output may give the Bank of England some room to consider rate cuts at its upcoming policy meeting.

Germany & Eurozone Outlook

• Germany’s inflation eased to 2.3% in October, down from 2.4% in September (harmonised EU measure).
  

With inflation trending lower, the European Central Bank (ECB) has kept interest rates unchanged since June, stating policy is in a “good place.” The latest German data reinforces expectations that the ECB may remain on hold for now, balancing disinflation with growth concerns.

Bottom Line for Investors

• Domestic markets have reclaimed upward momentum, supported by political stability, ultra-low inflation and early signs of supportive policy for exporters.
  
• Valuations remain elevated in pockets, but disinflation and an improving global rate outlook could underpin further upside if earnings continue to deliver.
  
• Global growth signals are mixed, particularly from China and Europe, which could influence risk sentiment and foreign flows in the coming weeks.
  

For now, the bias remains constructively positive, with investors likely to focus on stock selection, sector rotation and earnings resilience as key drivers into the next leg of the market.