Weekly Trading Diary: 29th November to 3rd December 2021

Markets were upbeat today on the back of firm economic data. Both Nifty and Sensex surged by over 1%. US markets look set for a positive start after yesterday’s sell-off.

:oil_drum: Brent Crude: 72.44 +4.64%
:heavy_dollar_sign: USD-INR Spot: 74.905 -0.34%
:scroll: India 10Y bond yield: 6.353% +0.43%

Amongst F&O stocks:

:chart_with_upwards_trend: Vodafone Idea was the highest gainer for the day surging by over 14%
:chart_with_downwards_trend: Cipla, Metropolis, Alkem, Glenmark were the top draggers, sliding by over 4%.

All the major sectors except Nifty Pharma finished in green with PSU Bank and Metal’s leading the way, surging by over 2%.

:newspaper: In the news

GST collection November stands at ₹1.31 lakh crore, the second-highest since the rollout.

PMI manufacturing rises to a 10-month high in Nov on high domestic demand (PMI rose to 57.6 in November from 55.9 in the previous month, the highest figure since January this year)

Here’s a summary of Auto sales data for November: Auto Sector - Monthly Sales Data 🚖 - #3 by Prakashsingh

States improve fiscal position, but local bodies still suffer: RBI report

Cabinet likely to have discussed taking back one-time spectrum charges on telcos: Reports

Consumer durables makers revenue seen rising 20% this fiscal:

Nomura sees 40 bps reverse repo hike as CPI seen rising, growth recovering despite Omicron:

India faces record fertilizer subsidy in 2021-22

:earth_americas: Global

Fed chairman Jerome Powell weighs earlier end to bond tapering amid hot inflation

Oil prices climb over 4% ahead of OPEC meeting despite Omicron concerns.