Quote on Market Commentary for 27th November 2025 by Ajay Menon, MD & CEO - Wealth Management, Motilal Oswal Financial Services
Below the Quote on Market Commentary for 27th November 2025 by Ajay Menon, MD & CEO - Wealth Management, Motilal Oswal Financial Services
After nearly 14 months of consolidation, the Nifty 50 has broken out to new highs, supported by broad-based strength in large caps and improving market sentiment. The Nifty Midcap has also touched record levels, signalling wider participation beyond index heavyweights. The rally has been reinforced by expectations of rate cuts from both the RBI and the US Federal Reserve - a shift that improves visibility for interest-rate-sensitive sectors and could trigger renewed FPI inflows. Alongside this, early signs of an earnings recovery from Q3 - supported by GST rationalisation and improving rural demand - are improving confidence in the earnings cycle. Optimism around a potential trade agreement boosting export-linked sectors has further strengthened sentiment. Together, these factors are driving investors to move beyond selective positioning and reposition portfolios for a more broad-based market upcycle
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