The Indian markets closed on a bullish note, propelled by the RBI's surprise rate cut and liquidity measures, offsetting global uncertainties. Sentiment was positive with major indices rallying, though rupee weakness persisted amid capital outflows. Key themes included monetary easing, corporate developments, and international rate cut expectations, influencing investor confidence.

• RBI's 25 bps repo rate cut boosted market liquidity and investor sentiment.
• Sensex and Nifty surged over 0.5% on positive domestic cues.
• Banking and IT sectors led gains amid policy support.
• Global Fed cut bets supported gold and equity rallies.
• Rupee breached 90, impacted by tariffs and outflows.

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%.