Markets set for a strong open, lifted by the Fed's third consecutive rate cut.

• Global Boost: Fed's 25 bps cut fuels optimism; global indices rally.

• Robust Start: Gift Nifty signals a gain of ~131 points for Nifty 50.

• Sectors in Focus: Rate-sensitive banking, IT, and metals gain traction.

• Brokerage Buys: Top picks include ICICI Prudential Life, Eicher Motors, and Infosys.

• Key Theme: Rebound expected after three straight sessions of losses.

Indian markets extended losses for the third straight session on December 10, 2025, closing lower amid uncertainty ahead of the US Federal Reserve's rate decision, persistent foreign investor outflows, and rupee weakness, reflecting a bearish sentiment with heightened volatility. Key themes included global monetary policy influences, domestic institutional support, and significant corporate expansions in infrastructure and pharmaceuticals. Broader indices underperformed, signaling caution among investors.

• Sensex and Nifty decline amid Fed anticipation and FII selling.
• Investor wealth erodes by over ₹1 lakh crore in session.
• DIIs counter FII outflows with strong net buying.
• Corporate investments highlight infrastructure and pharma growth.
• US Fed rate cut influences global market dynamics.

Markets face a third day of caution on December 10, 2025, with a flat-to-negative start as global anxiety ahead of the Fed outcome weighs on sentiment.

Key Themes & Picks

• Gift Nifty signals a muted open after another negative session.

• Global uncertainty prevails as the Fed's rate decision looms.

• Focus shifts to metals, agrochemicals, and selective financials.

• Stock picks: Hindustan Copper, Coromandel International, IDFC First Bank.

• Monitor Tata Power and Swiggy for corporate developments.