The combined market valuation of five of the top-10 most valued firms surged by Rs 72,284.74 crore last week, with Tata Consultancy Services (TCS) and Infosys emerging as the biggest winners.
China has regained global investor confidence in a stellar year for stocks, with the MSCI China Index rising about 30%, adding $2.4 trillion in value and outperforming the S&P 500. Fund managers including Amundi, BNP Paribas, Fidelity and Man Group expect further gains in 2026, driven by AI innovation and market resilience, as both passive and active inflows fuel the rally.
Nifty crossed 26,000 on November 26, 2025, followed by the SENSEX breaching 86,000, signalling market optimism. However, investors portfolios tell a different story. While Nifty rose 67% over the past year, the BSE SmallCap index fell 5% and the MidCap index gained only 2%. This divergence highlights why index highs arent uniformly reflected across all portfolios.
India took a major step to strengthen its export ecosystem with the launch of the Export Promotion Mission (EPM), a unified framework approved in the Union Budget 2025-26. The Mission was designed to provide Indian exporters, especially MSMEs and first-time exporters, with simpler, faster, and more coordinated support.
FIIs sold 11,820 crore in the first week of December, continuing heavy 2025 outflows, but strong DII inflows offset the pressure. Rupee depreciation drives foreign selling, while pro-growth policies, liquidity measures and earnings optimism keep domestic investors steadily buying.
