Markets brace for RBI rate decision, eyeing potential 25 bps cut amid volatility.

• RBI in Focus: All eyes on MPC decision; 25 bps rate cut widely anticipated.

• Flat Start Hinted: Gift Nifty suggests muted open for Nifty 50.

• Sectors to Watch: Banking, financials, auto & realty in spotlight pre-RBI.

• Brokerage Buys: Fresh calls highlight IT, manufacturing & exchanges (e.g., BSE, LTTS).

• Global Cues: Asian rally snaps; RBI outlook & trade tensions key for intraday moves.

Indian markets displayed a mildly bullish sentiment on December 04, 2025, snapping a four-day losing streak with marginal gains driven by IT sector strength and positive global cues, though persistent rupee weakness and FII outflows tempered enthusiasm. Key themes revolved around currency pressures influencing exports, international banking expansions, and commodity import adjustments amid broader economic stability.

• Sensex, Nifty end higher, snapping four-day losing streak.
• Rupee weakens further, impacting import costs significantly.
• Russian banks seek entry into Indian market.
• India reduces Russian oil imports by 38%.
• Gold imports widen current account deficit to 1.3%.

Indian markets face a weak open on December 4, 2025, influenced by mixed global signals and foreign outflows.

• Global Cues Mixed: U.S. gains on rate-cut hopes contrasted with Asia's tepid sentiment ahead of Fed decisions.

• Weak Opening Expected: Gift Nifty is expected to start ~44-70 points lower, pressured by rupee depreciation and outflows.

• Sectoral Momentum: Intraday opportunities seen in chemicals, pharma, and auto ancillaries amid sector rebounds.

• Analyst Recommendations: Short-term buys highlighted, including Chalet Hotels, Biocon, and Apollo Tyres.

• Key Monitors: Rupee volatility and geopolitical events like Putin's visit may sway market sentiment.