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Indian equities moved higher in early trade, with the Sensex rising about 300 points and the Nifty hovering near 26,250, supported by a mix of positive global cues and strong domestic sectoral triggers.

What’s driving the market higher?

1. Positive global cues

  • Asian markets traded firm, tracking overnight gains on Wall Street.
  • Easing concerns around global growth and expectations that major central banks may stay accommodative improved risk sentiment.
  • Stability in bond yields also helped equities regain footing.

2. Auto stocks lead the rally

  • Automobile stocks outperformed after companies reported healthy monthly sales numbers, indicating resilient consumer demand.
  • Two-wheeler and passenger vehicle segments saw particular interest, reflecting optimism around rural demand recovery and festive-season momentum.

3. Broad-based buying

  • The rally wasn’t limited to one sector—metals, banks, FMCG, and IT also contributed.
  • Midcap and smallcap stocks participated, suggesting improving market breadth.

4. Support from domestic investors

  • Continued buying by domestic institutional investors (DIIs) helped offset intermittent foreign investor caution.
  • Stable macros and expectations of earnings recovery are keeping long-term investors engaged.

Key levels to watch

  • Nifty resistance: 26,300–26,350 zone
  • Nifty support: 26,000–25,900 range
    A decisive move above resistance could open room for further upside, while failure to hold 26,000 may invite short-term profit booking.

Overall takeaway

The market’s rise reflects a combination of global optimism and domestic strength, especially in autos. However, with indices near key resistance levels, investors may remain selective and stock-specific in the near term.

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