US equity markets are reaching record highs, with both large-cap and small-cap stocks showing upward momentum driven by strong earnings and revenue growth. While large-cap tech valuations are stretching, market strategist Vincent Nichols suggests opportunities exist in underappreciated sectors like small-cap equities, which offer potential for long-term outperformance.
Bitcoin dropped sharply on Monday amid a broad risk-off move that erased $140 billion from the crypto market. Ethereum and major altcoins tumbled sharply, while analysts noted heavy liquidations, weakening technicals, and macro uncertainty. Still, experts say the decline appears more like a leverage flush-out than a structural breakdown.
Brokerages like Citi and Choice Institutional Equities are optimistic about the pharmaceutical and flexible workspace sectors. Citi maintains a 'Buy' on Lupin and Sun Pharma, citing strong US growth and product pipelines. Choice Institutional Equities initiates 'Buy' coverage on Smartworks, highlighting India's booming flexible workspace market and the company's strong position for significant expansion.
Markets are consolidating as the easy re-rating cycle ends, with future gains driven by earnings traction. Early signs of revival are visible, suggesting a shift towards an earnings-led market. Investors need discipline and selectivity as valuations cool, offering opportunities in quality stocks.
In the NSE list of stocks with a market cap over Rs 1000 crore, 14 stocks' closing prices crossed above their 200 DMA (Daily Moving Averages) on November 28, 2025, according to stockedge.com's technical scan data. The 200-day daily moving average (DMA) is used by traders as a key indicator for determining the overall trend in a particular stock. As long as the stock is priced above the 200-day SMA on the daily timeframe, it is generally considered to be in an overall uptrend. Take a look:
Foreign investors favored India's primary market in November, investing more than in the secondary market. However, they were net sellers of Indian equities overall for the month. This trend continues for the year, with significant outflows. Local mutual funds are offsetting these sales by increasing their equity investments. Key factors for December fund flows include GDP growth and corporate earnings.
A Bank of Baroda study reveals that only about a quarter of equity raised through IPOs is allocated for capital expenditure. Most funds are used for debt repayment, subsidiary investments, and working capital, with a significant portion of IPOs being offer-for-sale by existing shareholders, raising concerns about the purpose of public markets.
