Jefferies on India Macro
Jefferies highlighted India’s strong macro setup, noting robust fundamentals with CAD at a 20-year low of 0.5–0.6 percent of GDP and FDI on track for 100 billion dollars in gross inflows
KALANA ISPAT – GETS FINAL APPROVAL FOR SOLAR PLANT
UGVCL grants final charging permission for Kalana Ispat’s 1.25 MW AC / 1.4 MW DC ground-mounted solar project via 11 KV line to Jasawada 66 KV substation. Power to be used for captive manufacturing. Inspection, wheeling pact, and regulatory formalities completed; commissioning to follow GEDA & SLDC norms.
As discussed in the previous report dated 17th November 2025, market behaviour remained on expected lines during the week, as buyers struck back and the positive uptrend carried Nifty up to 26246.65.
1. FIIs’ net long is @ 11.50
2. VIX is @ 13.63 (+12.27%)
3. PCR is @ 0.96
4. FIIs sold Rs. 1766 cr in cash, Rs. 822 cr in index futures & Rs. 560 cr in stock futures
5. Open interest positions:
For those of you who are serious about having more, doing more, giving more and being more, success is achievable with some understanding of what to do.