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Reading: Q2 earnings season involves an finish: 6 components will determine the place Nifty is headed this week
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StockWaves > Financial News > Q2 earnings season involves an finish: 6 components will determine the place Nifty is headed this week
Financial News

Q2 earnings season involves an finish: 6 components will determine the place Nifty is headed this week

StockWaves By StockWaves Last updated: November 17, 2025 6 Min Read
Q2 earnings season involves an finish: 6 components will determine the place Nifty is headed this week
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Markets had a robust final week, primarily on the again of beneficial home cues with Nifty gaining over one and a half p.c, just under the coveted 26,000. The inflation print got here in at a decadal low of 0.25%, which aided investor confidence. Earnings too stored some particular motion intact. Now that the season has come to an finish, analysts see the market going again to typical suspects for path. These embrace macro information factors, geo-political developments and any information associated to the India-US tariff decision.

Listed below are 6 components that can determine the place Nifty is headed within the subsequent few days.

1) Technical momentumTechnically, the Nifty has been consolidating for practically 4 weeks and now seems poised to surpass its fast hurdle at 26,100. Analysts say a breakout may open the trail towards the report excessive of 26,277 and subsequently 26,500. “On the draw back, 25,650, the 20-DEMA zone, acts as essential assist, adopted by 25,400,” stated Ajit Mishra of Religare Broking.

For Financial institution Nifty, the banking index hit a brand new lifetime excessive in the course of the week and continues to indicate sturdy momentum. “The setup signifies a gradual transfer towards the 59,500–60,500 zone. Fast assist lies within the 57,200–57,700 vary,” Mishra stated.

2) Blended Q2 efficiency

Stay Occasions


The second quarter earnings confirmed subdued tendencies in mass-consumption, uptick in choose discretionary segments, modest IT companies demand and average mortgage progress for banks. The after results of the quarterly earnings are more likely to play out this week, the place buyers will hunt high quality shares after analysing the efficiency of varied firms and sectors.For example, the efficiency from the metals & mining and Oil Advertising firms have been higher than estimates, say analysts and these shares ought to see some motion.3) FII flows

FII remained web sellers for the month of November and the outflows have solely accelerated in the previous couple of days. The whole outflows stood at Rs 13,925 crore for the month. Nonetheless, the long-term development of FII shopping for via the first market continues with an funding of Rs 7833 crores up to now in November.

For 2025, until now, whole FII promote determine via exchanges stands at Rs 2.08 lakh crore. And the whole purchase determine for the first market stands at Rs 62,125 crore.

“The underperformance of India versus different markets has accelerated the momentum promote commerce in India and purchase commerce in different markets, notably these like US, China, Taiwan and South Korea that are broadly considered the beneficiaries of the continuing AI commerce,” stated VK Vijayakumar, Chief Funding Strategist, Geojit Investments.

Nonetheless, Vijaykumar says this AI commerce can not proceed for lengthy since there are issues of a bubble build up in AI shares. “When the AI commerce loses steam, India will entice FII inflows. The timing of that is tough to foretell.”

4) Macro occasions

With the earnings season now behind, buyers will now draw assist from a number of macro occasions and information for prime frequency indicators, if any launched.

5) World components

Globally, market temper might be formed by key US financial releases, together with the minutes of the newest FOMC assembly. Moreover,

the continuing volatility in AI-linked shares will stay a key issue to observe, given its potential to affect broader market sentiment.

6) Potential India-US commerce deal announcement

There may be appreciable buzz on the Avenue {that a} India-US commerce deal can be introduced quickly. US President Donald Trump earlier this week stated his administration can be reducing the excessive tariffs levied towards India. Analysts anticipate a possible India–US commerce deal announcement providing scope for a sharper up-move in Nifty.

What ought to merchants do?

The sharp drop in inflation, paired with secure macroeconomic fundamentals, provides a supportive backdrop for equities. “Traders ought to proceed to undertake a stock-specific method, with desire for sectors benefiting from home demand. For merchants, a buy-on-dips technique stays favorable so long as the Nifty sustains above key assist ranges. Contemplating the important home and international macro information lined up, sustaining disciplined danger administration, acceptable stop-loss ranges, and well timed sector rotation might be important,” stated Mishra.

(Disclaimer: Suggestions, strategies, views and opinions given by the specialists are their very own. These don’t symbolize the views of The Financial Instances)

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