What triggered the record highs in Indian markets today

Nifty 50   and BSE Sensex   Surge to Record Highs Indian benchmark indices Nifty 50 and BSE Sensex hit fresh all-time highs on November 27, ...

Nifty 50 and BSE Sensex Surge to Record Highs

Indian benchmark indices Nifty 50 and BSE Sensex hit fresh all-time highs on November 27, 2025, with Nifty crossing 26,300 and Sensex surpassing 86,000 intraday, driven by a mix of domestic resilience and global optimism. The rally marked the first such peaks in 14 months, fueled by strong foreign portfolio investor (FPI) inflows of over ₹4,778 crore and consistent domestic buying through equity mutual funds and SIPs.​

Key Triggers

• Rate Cut Expectations: Anticipation of a US Federal Reserve cut in December and a potential RBI policy easing boosted sentiment, alongside falling crude oil prices that eased inflation worries.​​

• Earnings and Economic Outlook: Optimism over Q3/Q4 FY26 earnings growth from festive consumption, stable macros like controlled inflation, and positive GDP forecasts supported the upmove.​

• Global and Geopolitical Positives: Signals of Russia-Ukraine peace talks, Wall Street gains in tech, and Asian market advances provided tailwinds.​​

Sector and Stock Performance

Financials and consumer stocks led gains, with Bajaj Finance, Shriram Finance,Asian Paints,Bajaj Finserv, and Larsen & Toubro rising up to 2%. Broader participation came from IT and private banks, though oil & gas and realty lagged. Midcap and smallcap indices edged up 0.1%.​​ High FII short positions and technical breakouts above key levels like 26,200 signal potential for further upside, though elevated valuations cap sharp sustained rallies