Indian markets face a muted start on December 08, 2025, balancing global caution with domestic liquidity support and sector-specific opportunities.

Key Themes & Picks

• Flat opening indicated by Gift Nifty, with mixed global cues.

• Domestic sentiment supported by RBI's recent rate cut and liquidity infusion.

• Financials and autos show strength; IT/pharma act as defensive plays.

• Stock picks: Indus Towers (Buy), L&T, and Maruti Suzuki highlighted.

• Monitor IPO activity and sector rotation from commodities to banks.

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.