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Union Minister Piyush Goyal met with Indian pharmaceutical stakeholders to boost industry growth and refine regulations. Discussions centered on innovation, data protection, and scaling manufacturing. Despite US tariff threats on patented drugs, India's generic drug exports, a major market share, are expected to remain largely unaffected, showcasing the sector's resilience and government support for future growth.

Gold price prediction: Gold prices are poised for fluctuations, heavily influenced by the US Federal Reserve's potential rate cut in December. Geopolitical tensions also provide support. Analysts anticipate gold to trade within a range, with strong US economic data potentially leading to a correction. Silver is also expected to follow a similar pattern, reacting to Fed rate cut probabilities.

Indian households are shifting spending from basic necessities to asset-building purchases like personal goods and appliances, even among lower-income groups. Motor vehicles are the fastest-growing durable asset, showing strong urban-rural convergence. While TV ownership declines due to mobile phone prevalence, mobile adoption is nearly universal, indicating reduced asset poverty.

Stock market today: Nifty50 and BSE Sensex, the Indian equity benchmark indices, opened in red on Monday. While Nifty50 was below 25,950, BSE Sensex was around 84,800.

Asian stocks surged Tuesday, driven by strong expectations of a December US Federal Reserve rate cut following dovish comments from Fed officials. Technology shares led the rebound, with markets viewing the recent pullback as temporary. Crude prices steadied as geopolitical concerns were balanced against forecasts of a softer oil market next year.

Emkay Global downgraded ACC to 'sell' citing weak margins and slow capex, slashing its target price. CLSA maintained an 'outperform' rating on Hindustan Aeronautics, while UBS initiated coverage of Shaily Engineering with a 'buy'. Jefferies recommended 'buy' on Shyam Metalics for its growth potential, and Nomura is bullish on IKS Health due to the US healthcare outsourcing market's growth.

Stock market recommendations: Mirae Asset Sharekhan's Somil Mehta suggests investors consider Bajaj Auto, L&T Finance, and Tech Mahindra for potential gains. These stocks have shown positive technical indicators, including consolidation breakouts and moving average support, signaling an expected uptrend.

'Fiscal, Monetary & Regulatory Moves To Spur Pvt Investment'

Amazon is injecting a massive $50 billion into expanding its AI and supercomputing capabilities for the US government. This significant investment aims to equip federal agencies with advanced machine learning, specialized chips, and software tools for critical areas like national security and scientific research. The move bolsters America's AI leadership and addresses the growing demand for secure, high-performance data centers.

India's new labour codes, effective November 21, 2025, consolidate 29 laws, promising universal minimum wages, enhanced social security for gig workers, and improved safety. While offering businesses flexibility, they also introduce new classifications for employees and workers, impacting benefits and contract labour. Employers must adapt HR and payroll to these significant changes.

Indian investors saw their portfolios shrink in the July-September quarter. A market downturn impacted most major investors, leading to substantial mark-to-market losses. Nemish Shah emerged as a notable gainer, increasing his portfolio value significantly. Other investors like Vijay Kedia and Madhusudan Kela reported modest gains. The late Rakesh Jhunjhunwala's family holdings also saw a decline.

Reliance Industries is experiencing a significant rebound in 2025, driven by strong performance across its energy, telecom, and retail sectors. Analysts highlight a convergence of positive factors, including improving refining margins and tariff-led gains in telecom, fueling a powerful rerating and pushing its market cap close to Rs 21 lakh crore.

India's economy shows robust momentum, defying global uncertainties with strong festive demand and GST reforms. Inflation remains low, and financial conditions are favorable. The nation is increasingly resilient to external shocks, supported by strong services exports and remittances. While FDI inflows are up, net FDI turned negative due to outward investments.

The Trump family is facing financial setbacks from the recent plummet in the cryptocurrency market, particularly hit hard by a drop in their memecoin investments, Bitcoin mining operations, and crypto assets tied to their social media ventures. Nevertheless, Eric Trump maintains a positive outlook on the future of cryptocurrencies, perceiving these market dips as prime opportunities for investment.

India and the European Union are set to finalize a free trade agreement, defense pact, and strategic agenda at their upcoming summit. The FTA, a 'living document,' aims to boost trade and supply chain resilience, with key agricultural and alcohol market access issues resolved.

US stocks opened higher on Monday, with the S&P 500, Dow Jones, and Nasdaq all advancing. This positive sentiment is driven by expectations of a December Federal Reserve rate cut, overshadowing a setback for Novo Nordisk's Alzheimer's drug. Investors are now focusing on consumer strength entering the holiday season.

Adani Group achieved its strongest first-half performance in years, driven by record capital expenditure and robust operating earnings across its infrastructure portfolio. The conglomerate added significant gross assets, with EBITDA reaching an all-time high for the period. Key businesses like utilities and transport showed strong double-digit growth, maintaining healthy returns despite accelerated investments.

Non-bank finance companies are projected to grow by 18% annually, reaching Rs 50 lakh crore in assets under management by FY27. Lenders are becoming more selective, particularly in unsecured MSME loans due to rising borrower leverage and visible repayment stress. Growth in personal loans and gold loans is expected to be strong, supported by consumption trends and market formalization.

Warren Buffett's career lessons extend beyond investing, emphasizing treating your career like 'Me Ltd.' and understanding your 'circle of competence.' He advises planning in decades, creating a 'margin of safety,' and ignoring career 'Mr. Markets.' Building a personal 'moat' and continuous learning are crucial for long-term, compounding career growth.

Dr. Reddy's Laboratories has achieved a significant regulatory win with the European Commission approving AVT03, its biosimilar for osteoporosis treatment. This authorization extends across all EU nations, plus Iceland, Liechtenstein, and Norway. Developed and manufactured by Alvotech, AVT03 will be marketed by Dr. Reddy's in Europe and the US, offering a new option for bone health management.

The Indian rupee faced renewed pressure, nearing a record low of 90 against the US dollar due to portfolio outflows and trade deal doubts. While the rupee rebounded slightly on Monday following central bank intervention and dipping crude prices, key economic data releases this week will be closely watched.

Afghanistan has invited Indian companies to invest in its vast, untapped mineral resources, including gold and lithium, estimated to be worth $1 trillion. While Indian industry leaders acknowledge the potential, they stress the need for thorough geological surveys and infrastructure development before committing to projects.

India and Israel are restarting Free Trade Agreement negotiations after a decade-long pause, with a focus on tariff reductions and future cooperation in technology and defense. While merchandise trade remains modest, the real opportunity lies in strategic collaborations in areas like defense manufacturing and precision agriculture.

Gold is poised for continued strength, acting as a safe haven against global turmoil. HSBC highlights robust demand from central banks and retail investors, driven by economic and geopolitical uncertainties. Despite a recent dip from record highs, the precious metal has stabilized, with expectations of further gains fueled by potential US Federal Reserve rate cuts and persistent inflation concerns.

India's labour laws have been significantly reformed, consolidating 29 central laws into four new codes effective November 2025. This overhaul aims to simplify compliance, enhance worker protections, and formalize employment.

India and Canada are set to resume negotiations on a Comprehensive Economic Partnership Agreement, aiming to boost bilateral trade to $50 billion by 2030. This move signals renewed trust and investor confidence, following a period of strained relations. The agreement will explore collaboration in critical minerals, technology, and energy sectors.

Hindustan Aeronautics Ltd (HAL) shares tumbled nearly 8.5% after a Tejas fighter jet crashed during a Dubai Air Show demonstration, tragically killing the pilot. Analysts suggest a sideways trend for HAL stock with support at Rs 4,350.

Gold prices experienced a sharp decline on Monday, influenced by a stronger dollar and cautious investor sentiment ahead of key US economic data. Futures trade saw significant drops, with analysts anticipating these indicators will shape the Federal Reserve's December policy. City-wise rates also reflected this downward trend.

Employees can now customize pay packages for better tax savings through flexi-benefit programs. Digital tools have simplified this, with prepaid cards managing tax-free allowances like meals and fuel. This eliminates manual paperwork for employees and reduces HR workload, creating a streamlined, compliant system for both staff and employers.

India's economy is poised for robust growth, with S&P Global Ratings forecasting 6.5% expansion this fiscal and 6.7% next. Boosted by tax cuts and monetary easing, consumption is expected to drive growth, offsetting the impact of higher US tariffs. Strong domestic demand and potential trade agreements with the US are key factors supporting this optimistic outlook.

Investing success hinges on life's readiness, not just fund choices. Before picking mutual funds, secure an emergency fund, obtain adequate health and term insurance, and eliminate high-cost debt. These foundational steps prevent financial ruin during crises, ensuring your investments can grow without disruption. Prioritize these essentials for a robust financial future.

Stock market recommendations: Market expert Sudeep Shah highlights Narayana Hrudayalaya and Indigo as top stock picks. While Nifty nears highs, broader markets show weakness, signaling caution. Bank Nifty, despite recent gains, faces short-term fatigue.

US treasury secretary Scott Bessent expressed strong optimism for 2026, predicting a strong, noninflationary growth economy driven by President Trump's tariff strategy and new trade agreements. He acknowledged some sectors are struggling but highlighted the One Big, Beautiful Bill and falling energy prices to cool inflation, while blaming increased regulation in Democratic states.

India's auto sector anticipates a strong demand surge over the next two to three years, fueled by government initiatives. Reductions in income tax, interest rates, and GST, alongside pay commission revisions, are expected to significantly boost consumer spending power and drive sales growth for vehicle manufacturers.

Stock market today: Nifty50 and BSE Sensex the Indian equity benchmark indices, opened in green on Monday on positive global cues. While Nifty50 was above 26,100, BSE Sensex was up around 100 points.

Asian markets rallied on hopes of a US interest rate cut, following remarks from a top Fed official suggesting room for adjustment. This optimism countered a dip in oil prices, influenced by potential progress in Russia-Ukraine peace talks. Investors are now keenly awaiting US producer price data for further economic cues.

Stock market recommendations: Motilal Oswal Financial Services has identified Max Healthcare and Reliance Industries as top stock picks for the week of November 24, 2025. Max Healthcare shows robust Q2FY26 performance with strong revenue and EBITDA growth, supported by expansion plans. Reliance Industries reported an operationally in-line 2QFY26, with Retail and RJio driving consolidated EBITDA growth.

Brokerage firms are bullish on several Indian companies. M&M is expected to maintain market leadership and gain share. Maruti Suzuki India sees strong demand and export growth. Vedanta's demerger and deleveraging plans are on track. TCS is partnering for its data center business. L&T sees opportunities in the Middle East and Europe, with domestic private sector projects aiding growth.

Deal Route: 50:50 JV Between Adani Defence & Co Owned By NCP Leader Praful Patel's Son