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.
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.
The Indian markets showed bearish sentiment on December 03, 2025, extending losses for the third consecutive day due to persistent foreign investor outflows, a weakening rupee, and anticipation ahead of the RBI's monetary policy decision. Overarching themes included currency depreciation impacting export sectors, selective corporate fundraising boosting liquidity, and global economic data influencing rate cut expectations.