A Curated List of Stock & Index Recommendations for 9 Dec, 2025

_{Published on: 09 Dec, 2025 08:30}

Markets brace for another cautious start on December 09, 2025, following a sharp sell-off, with focus on Fed anxiety and domestic volatility.

Key Themes & Picks

GIFT Nifty points to a gap-down opening after Monday's steep correction.
Volatility spikes in mid/small-caps; banking under regulatory scrutiny.
Infrastructure and select IT stocks show relative resilience.
Calls: Buy Latent View (IT), Buy KNR Constructions (Infra).
Bearish view persists on State Bank of India (Sell).

Introduction

As Indian markets gear up for the opening bell on December 09, 2025, pre-market indicators point to a cautious start amid mixed global cues. The GIFT Nifty futures were trading at around 25,957.50 at 07:17 AM IST, signaling a potential downside of approximately 108 points for the Nifty 50 at open. This comes after a sharp correction on Monday, where the Sensex tumbled 609.68 points (0.71%) to close at 85,102.69, and the Nifty 50 shed 225.90 points (0.86%) to settle at 25,960.55. Overnight, US futures edged slightly higher, with S&P 500 futures up modestly, while Asian markets slipped as investors awaited the US Federal Reserve's rate decision later this week. Hong Kong's Hang Seng futures hovered near flat at 25,763, and broader Asia-Pacific indices tracked Wall Street losses amid Fed anxiety.

Key themes today include heightened volatility in mid- and small-cap segments, with broader markets under pressure following Monday's sell-off. Banking and financials remain in focus amid regulatory scrutiny, while infrastructure and select IT stocks show resilience. A total of around 15-20 fresh recommendations were aggregated from today's sources, emphasizing breakout plays and short-term trades. Standout calls include a 'Buy' on Latent View Analytics (IT sector) with a target of ₹535, 'Buy' on KNR Constructions (infrastructure) for up to 60% upside, and a 'Sell' on State Bank of India amid bearish sentiment.

Section 1: Index Outlook

The overall outlook for major indices remains muted to bearish, with analysts highlighting key support levels amid global uncertainties and domestic profit-taking. The Nifty 50 is expected to open lower, with immediate support at 25,840; a break below could drag it toward 25,700 (50-day EMA). Volatility is likely to persist, especially with mid- and small-caps facing sharp corrections— the BSE Small Cap index fell 2.61% on Monday, its biggest drop since September 26, 2025. Sensex may test 84,500-85,000 if selling intensifies, driven by caution ahead of the Fed's rate cut, which could come with a hawkish tone.

Index	Recommendation	Target/Range	Key Driver	Source
Nifty 50	Neutral/Bearish	25,700-25,900	Volatility post-correction; Fed anxiety	Moneycontrol
Sensex	Neutral/Bearish	84,500-85,000	Profit-taking in broader markets	Livemint
Bank Nifty	Cautious	55,000-56,000	Regulatory focus on banks	NDTV Profit

Analysts recommend a bull call spread for Nifty options, such as a short straddle at 26,050 with a target of 165 and stop loss at 231 for the December 9 expiry, reflecting range-bound expectations.

Section 2: Sector-Wise Stock Picks

Today's recommendations lean toward selective buying in resilient sectors like infrastructure, IT, and consumer durables, while advising caution or sells in banking and financials. Analysts from firms like Choice Broking, Mehta Equities, and others focused on breakout stocks with short-term upside potential. Data is primarily from the last 24 hours due to sparse intra-day updates as of 8:30 AM IST; noted where applicable.

Banking & Financials

Suryoday Small Finance Bank ([SURYODAY.NS]) – Buy, Target: ₹166 (7.8% upside), Rationale: Breakout above key resistance with strong volume; positive momentum in small finance banks amid recovery signals. Source: Livemint.
State Bank of India ([SBIN.NS]) – Sell, Target: Not specified (bearish short-term), Rationale: Weak price action post-correction; overhead resistance at recent highs. Source: NDTV Profit (last 24 hours).
Bajaj Finance ([BAJFINANCE.NS]) – Neutral, Target: ₹1,040 (limited upside), Rationale: Recent analyst meet highlights steady outlook, but neutral due to sector headwinds. Source: Times of India.

IT & Tech

Latent View Analytics ([LATENTVIEW.NS]) – Buy, Target: ₹535 (7.6% upside), Rationale: Strong breakout with RSI support; analytics demand remains robust. Source: Livemint.
Wipro ([WIPRO.NS]) – Buy, Target: Not specified, Rationale: Positive momentum in IT amid global recovery cues. Source: NDTV Profit.
PB Fintech ([POLICYBZR.NS]) – Buy, Target: Not specified, Rationale: Tech-finance crossover showing strength; buy on dips. Source: Livemint (last 24 hours).

Infrastructure & Engineering

KNR Constructions ([KNRCON.NS]) – Buy, Target: Up to 60% upside (implied ~₹500+), Rationale: Strong order book and sector tailwinds; undervalued infra play. Source: Trade Brains.
Larsen & Toubro ([LT.NS]) – Buy, Target: Not specified, Rationale: Key infra beneficiary with robust pipeline. Source: NDTV Profit.
Jindal Stainless ([JSL.NS]) – Buy, Target: Not specified (bullish short-term), Rationale: Positive price action; stainless steel demand outlook improving. Source: The Hindu BusinessLine.

Consumer & Retail

Cantabil Retail India ([CANTABIL.NS]) – Buy, Target: ₹288 (7.5% upside), Rationale: Retail recovery with festive tailwinds. Source: Livemint.
Surya Roshni ([SURYA.NS]) – Buy, Target: ₹710 (7.9% upside), Rationale: Consumer durables sector pickup. Source: Livemint.

Other/Misc

Integra Essentia ([ESSENTIA.NS]) – Buy, Target: ₹3.55 (7.6% upside), Rationale: Small-cap breakout with volume surge. Source: Livemint.
Max Financial ([MFSL.NS]) – Buy, Target: Not specified, Rationale: Insurance sector stability. Source: Livemint (last 24 hours).

For visual insight, target upsides range from 7-8% for short-term plays to 60% for longer-horizon infra bets, as shown in this bar chart (conceptual based on data):

Latent View: 7.6%
Cantabil: 7.5%
Surya Roshni: 7.9%
Suryoday SFB: 7.8%
KNR Constructions: 60%

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Section 3: Global & Thematic Insights

Global brokerages like Jefferies reset portfolios, remaining 'overweight' on Indian lenders, telecom, property, autos, cement, and power, while 'underweight' on IT and consumer staples. Thematic views emphasize value in midcaps, though caution prevails post-correction. No major regulatory announcements from BSE/NSE today, but corporate updates include L&T and ICICI Bank in focus for deals. Cross-border sentiment is mixed, with Goldman Sachs' earlier upgrade to 'overweight' on India (Nifty target 29,000 by 2026) still influencing long-term bulls, though not updated today.

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Conclusion & Disclaimer

Overall market sentiment leans neutral to bearish, with selective opportunities in infra and IT amid volatility. Investors should watch banking sector moves and Nifty support at 25,840 for directional cues.

This is a pre-market snapshot as of 8:30 AM IST – updates may evolve during the day. This aggregated data is for informational purposes only; consult a financial advisor before acting. Not investment advice.

Sources & Citations

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A Curated List of Stock & Index Recommendations for 9 Dec, 2025

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