Mumbai, Nov. 28 -- Indian equity investors should approach the week of 29 Nov-05 Dec 2025 with cautious optimism. Domestic fundamentals received a strong boost as National Statistics Office data showed India's real GDP surged 8.2% year-on-year in Q2 FY26, driven by a 9.1% jump in manufacturing and 9.2% growth in services.

Meanwhile, global markets remain buoyant as expectations of a rate cut from the Federal Reserve (Fed) keep rising - a dynamic that shone through with an across-the-board rally in equities and a drop in U.S. treasury yields.

That said, persistent foreign outflows and a weak rupee continue to exert pressure on FII sentiment and import costs. Given these mixed signals, investors may find value in rate-sensitive sectors an...