Tracking the strong global market momentum, the Sensex and Nifty 50, India’s key stock market indices, are likely to begin trading higher on Wednesday.
Further supporting this expectation, the trends on Gift Nifty suggest a positive opening for the Indian benchmark. The Gift Nifty was seen trading at approximately the 26,159 level, reflecting a premium of nearly 104 points above the Nifty futures’ close from the previous session.
On Tuesday, the market recorded its third consecutive day of losses, resulting in the benchmark Nifty 50 closing below the 25,900 mark.
The Indian equities market transitions into the December F&O Series today, setting the tactical tone for the final month of the year. This shift places the India Market Outlook under the influence of several crucial domestic actions and international geopolitical developments.
Source: Livemint, NSE
Global Geopolitics and Trade Focus
Two international themes demand close attention from investors:
- Ukraine Peace Dialogue: The progression of peace negotiations at the coalition nations’ leadership conference is being watched closely. A visible, positive outcome from these discussions could trigger a further decline in crude oil prices due to the potential for easing sanctions and increased supply entering the global market.
- U.S.–India Trade Agreement: Market sentiment could become upbeat if tangible progress towards a formal U.S.–India Trade Agreement becomes visible. Positive India trade developments are anticipated to provide a lift to export-linked sectors such as pharmaceuticals and automotive components.
Source: Economic Times
U.S. Macroeconomic Assessment
The American economic narrative remains a factor for the India market outlook. U.S. Treasury Secretary Scott Bessent confirmed that the recent 43-day federal shutdown resulted in an estimated $11 billion economic loss. Despite this cost, the Secretary stated his belief that the U.S. economy remains resilient and will avoid a recessionary environment.
The U.S. economic calendar today features the release of several important Q3 indicators, including Core PCE Prices, GDP (QoQ), GDP Price Index (QoQ), and GDP Sales data. These releases will precede the Federal Reserve’s influential Beige Book release, providing detailed insights into economic conditions across the twelve Federal Reserve districts.
Source: Trading Economics, Reuters
Domestic Economic Data and Corporate Action
The domestic calendar is light but includes a key data release alongside several significant corporate actions:
- Indian M3 Money Supply: The country’s M3 Money Supply figures are scheduled for release at 6:30 PM IST, offering a snapshot of liquidity within the economy.
- Bharti Airtel: Price action on the daily chart indicates a potential upward move from a “Flag Pattern” setup.
- HDFC AMC: The record date for the 1:1 Bonus Issue is November 26, 2025.
- PFC: The record date for the Interim Dividend of ₹3.65 per share is November 25, 2025 and it will turn ex-dividend on November 26.
Source: Investing.com and BSE
The Bottomline
The alignment of the December F&O transition with these global and domestic catalysts suggests markets will remain highly reactive as participants position themselves for the year’s closing trend.
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