More Stories

Informist, Tuesday, Nov. 25, 2025                                      Tel +91 (22) 6985-4000

---

Equity Alert: Most indices in Asia up on rise in IT shrs, US rate cut hopes

 

MUMBAI--0822 IST--Most equity indices in Asia were higher in early trade Tuesday, tracking overnight gains on the Wall Street. Shares of information technology companies, particularly those in the business of artificial intelligence, traded higher across the region. This rise was fuelled by the renewed optimism around AI after overnight gains in Alphabet's stock as the company's new Gemini models offset concerns over lofty valuations of IT stocks in the US. A rise in expectations of an interest rate cut by the US Federal Reserve at its policy meeting in December also boosted traders' sentiment.

 

The MSCI Asia index, excluding Japan, was up more than 1%. Japan's Nikkei 225 rose 0.6% and the broader Topix was also slightly higher. Shares of semiconductor testing equipment supplier Advantest were over 5% higher and those of chip equipment maker Lasertec rose nearly 4%. Shares of Tokyo Electron traded 3% higher.

 

South Korea's KOSPI index rose 0.7%, paring some gains from early trade when it had risen almost 3%. Shares of index heavyweight chip maker SK Hynix rose almost 2% and those of Samsung Electronics were up a little over 2%.

 

Hong Kong's Hang Seng Index rose over 1% in early trade, and the Hang Seng Tech index was nearly 2% higher. On the mainland, the bluechip CSI 300 gained almost 1%.

 

Traders are pricing in an 81% chance of a 25-basis-point interest rate cut by the US Federal Reserve at its upcoming policy meeting. This figure is far higher than the 42% chance of a rate cut that traders saw a week ago. This shift in probabilities was largely driven by the New York Federal Reserve's President John Williams' comments on Friday when he said there was a likelihood of a "further adjustment" in interest rates in the near term.

 

Following were the levels of key Asian indices at 0812 IST:

 

Index	Level	Change in %
CSI 300 Index	4499.02	1.15
Hang Seng Index	26014.61	1.16
Nikkei 225 Day	48960.88	0.69
TOPIX FIRST SECTION	3298.04	0.01
KOSPI	3879.86	0.88
FTSE Singapore Strait Times	4488.79	(-)0.17
S&P/ASX 200 Index	8520.30	(-)0.06

 

(Eshitva Prakash)

---

Equity Alert: Mkt to open tad higher, volatility likely on monthly F&O expiry

 

 

MUMBAI--0815 IST--India's headline equity indices are likely to open a tad higher Tuesday, supported by positive global cues and overnight gains in the US market. However, the indices are likely to consolidate in the near term and some analysts are cautiously optimistic about the market. Technical analysts expect the indices to be volatile during the session, especially due to the expiry of the monthly derivatives contracts of the Nifty 50 on Tuesday. According to analysts, the quantum of call writing was higher than the put bets and, hence, there would be near-term negativity in the market. 

 

The Nifty 50 is expected to open flat or on a positive note Tuesday but is likely to consolidate within 25800-26200 points, Mandar Bhojane, research analyst at Chola Securities, said. He said the overall bias was bullish. 

 

The November contract of the GIFT Nifty indicated indices are likely to open slightly higher Tuesday. At 0751 IST, the contract was at 25989 points, up 2.5 points from its previous close. It was 30 points higher than the Nifty 50's close on Monday. On Monday, the Nifty 50 closed at 25959.50 points, down 108.65 points or 0.4%. The benchmark index closed below 26000 points after sustaining the level in past three straight sessions. The BSE Sensex closed at 84900.71 points, down 331.21 points or 0.4%. 

 

On Monday, foreign investors were net sellers in Indian equities, offloading shares worth INR 41.71 billion. In contrast, domestic investors remained net buyers, purchasing stocks valued at INR 45.13 billion.

 

Late Monday, US benchmark indices closed higher, extending the gains from Friday, when they gained on the back of renewed optimism about an interest rate cut by the US Federal Reserve in its upcoming December meeting. Dovish comments by Fed policymakers likely made investors overlook the concerns on premium valuations artificial intelligence companies, which they sold aggressively till Thursday. Shares of Alphabet, Broadcom, Micron Technology rose in the session. Tracking gains in the US, majority of the Asian indices rose in early trade, except for those in Singapore and Australia. Chip stocks in Japan and South Korea also moved higher at the open.  (Gopika Balasubramanium)

---

Equity Alert: US mkt ends higher Mon amid rate cut optimism; AI stocks surge

 

MUMBAI--0754 IST--Equity indices in the US closed higher Monday, extending Friday's rally on increased hope that the US Federal Reserve will lower its benchmark interest rate in December. Traders looked past lofty valuations of artificial intelligence-related stocks and were bullish on them after Google parent Alphabet's new Gemini model reignited the AI trade.

 

Shares of Alphabet ended more than 6% higher. Last week, Google had announced its upgraded AI model, Gemini 3, nearly eight months after it launched Gemini 2.5. "It's great for Alphabet and investors in Alphabet, but it always concerns me when we have one stock that is leading the market higher," Melissa Brown, SimCorp's managing director of investment decision research, was quoted as CNBC by saying. "We're not looking necessarily at a broad-based improvement, that just doesn't seem to me to be a sustainable force behind driving the market higher over the next however many days."

 

US Fed Governor Christopher Waller, New York Fed President John Williams, and San Francisco Fed President Mary Daly were dovish on the Fed's monetary policy going forward, which boosted stocks further. Fed funds futures are pricing in an 81% likelihood of a 25-basis-point rate cut in December, up from 42% a week ago, according to CME's FedWatch Tool.

 

Driven by the optimism, shares of other companies that are in the business of AI, surged. Broadcom gained a little over 11% and Micron Technology ended 8% higher. Shares of Palantir Technologies and AMD rose around 5?ch. Some of the 'magnificent seven' stocks such as Meta, Nvidia, and Amazon rose 2–3%.

 

Shares of Bristol-Myers rose more than 3?ter its European rival Bayer unveiled positive data for its cardiovascular drug, boosting confidence in Bristol-Myers' experimental drug milvexian, Reuters reported. Shares of Centene and Oscar Health were significantly higher, following a report that US President Trump was considering extending the Affordable Care Act's subsidies for two years.

 

Following are the closing levels of US indices Monday:

 

Index	Level	Change in %
S&P 500	6705.12	1.55
NASDAQ Composite	22872.01	2.69
Dow Jones Industrial Average	46448.27	0.44

 

(Eshitva Prakash)

 

End

 

US$1 = INR 89.23

IST, or Indian Standard Time, is five-and-a-half hours ahead of GMT

 

Edited by Tanima Banerjee

 

For users of real-time market data terminals, Informist news is available exclusively on the NSE Cogencis WorkStation.

 

Cogencis news is now Informist news. This follows the acquisition of Cogencis Information Services Ltd. by NSE Data & Analytics Ltd., a 100% subsidiary of the National Stock Exchange of India Ltd. As a part of the transaction, the news department of Cogencis has been sold to Informist Media Pvt. Ltd.

 

Informist Media Tel +91 (22) 6985-4000

Send comments to feedback@informistmedia.com

 

© Informist Media Pvt. Ltd. 2025. All rights reserved.