Stocks to Watch Today: Key Global Cues, Sector Signals & Brokerage Highlights
About Today’s Market Landscape
Recent engagements between the Government, RBI, SEBI, and industry stakeholders underline renewed focus on improving the investment climate and facilitating foreign capital entry. Meanwhile, challenges persist in exports, with rising competition and the impact of US tariffs yet to fully reflect. On the micro front, brokerage calls and corporate updates continue to shape sector-specific outlooks.
Government & Industry Developments
• Open to all suggestions to improve investment inflows into India.
• Every decision must balance national interest with Ease of Doing Business.
• Press Note 3 review: Government willing to consider industry suggestions.
• Three-hour meeting with venture capitalists saw active participation from regulators including RBI & SEBI.
• Discussions focused on facilitating sovereign wealth fund entry and simplifying regulatory touchpoints.
• Exporters absorbing ~20% losses to retain global customers.
• Textile & leather exporters particularly hit due to margin pressures.
• US tariffs’ full impact yet to show up in India’s labour-intensive segments.
• China intensifying push in non-US markets.
• Schemes like Interest Equalisation & MEIS offer partial relief.
• Export Promotion Mission benefits yet to roll out fully.
For intraday clarity and directional setups, explore updated trading insights here:
Green Zone: Positive Catalysts & Bullish Triggers
Signs 5-year deal with NHS Supply Chain to transform healthcare delivery using AI & Cloud.
Record date for the Ice Cream business demerger set for December 5.
Moody’s upgrades baseline credit assessment by one notch.
Introduces third-generation ride-on rice transplanters in India.
Expands collaboration with Microsoft to accelerate Azure adoption & AI-led transformation. Strong growth expected in security, cloud migration & enterprise modernization offerings.
Gets LoI from PFC Consulting for setting up a transmission system in Khavda area.
Textile Ministry approves 17 new applicants under PLI scheme — strong policy boost.
Faces a 30 lakh-share auction; analysts flag deeper short-seller pressure.
Kotak MF, ICICI Pru MF & HDFC MF buyers in yesterday’s block deals.
GAIL’s damaged pipeline rectification completed; supply resumes.
To provide O&M services for 5 GW of RE projects from InoxGFL & KP Group.
Long-term agreement with P&W Canada for aircraft engine components.
Arm acquires 100% stake in Ayoleeza Consultants; adds ₹200+ Cr in live orders.
NCLT sanctions scheme of amalgamation.
Motilal Oswal MF sells shares worth ₹280 Cr via block deals.
Red Zone: Cautionary Stocks & Negative Triggers
SAIF Group sellers exit; Societe Generale buys ₹423 Cr worth of shares via block deals — signals supply pressure.
Receives SEBI warning letter for disclosure non-compliance — triggers sentiment risk.
I-T Dept officials visit facilities for investigation — near-term overhang.
Investor Takeaway
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.











