Motilal Oswal Global Dashboard – November 2025

The Motilal Oswal Global Market Snapshot provides a quick glance at index performances and economy updates from the Indian & global markets.

Click here to view the detailed report for November 2025

Indian Market Update

• Nifty 500 gained 0.94% in November 2025, with large and mid cap up about 1-2% and small caps corrected by around 1-3%.
• Sector performance remained mixed with IT (+4.74%), Auto (+3.60%), Banks (+3.42%) and Healthcare (+2.30%) showed resilience, while other sectors declined by 1-4%.
• Among factor indices, Momentum (+2.43%) outperformed in the November. Though Value outperformed in 3, 6 and 12-month period.
• Financial Services, Energy & IT were the major contributors to the overall returns of the Nifty 500 index.

Global Market Update

• US equities were broadly flat in November, with the S&P 500 up 0.13% while the NASDAQ 100 declined 1.64%.
• Sector performance in the S&P 500 was mixed, as Healthcare, Communication Services and Financials added positively to returns, while IT and Consumer Discretionary weighed on the index.
• Emerging markets showed divergence with Brazil (+7.42%) and South Africa (+3.87%) posted gains, others saw a decline of 2-7%.

Safe-haven assets outperformed with Gold (+4.48%) and Silver (+10.11%) in November. Crude oil (-3.98%) and cryptocurrencies like Bitcoin and Ethereum saw double-digit drawdowns.

Economic Indicators

• CPI inflation remained subdued at 0.25% in October, while policy rates were unchanged with the repo at 5.50% and 10-year G-sec yields holding near 6.5-6.6%, indicating a stable monetary policy.
• Domestic activity remained healthy as the composite PMI at 59.9 and GST collections stood at ₹1.7 lakh cr.
• US inflation inched up to 3%, with the Fed funds rate steady at 4% and 10-year Treasury yields ~4%, while the composite PMI at 54.8 pointed to moderate but slowing growth.

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