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.

• Markets extend losses for the third day amid foreign outflows.
• Rupee hits record low, pressuring import costs significantly.
• Meesho IPO anchors raise substantial funds pre-listing.
• Reliance Retail completes key business restructuring scheme.
• US payrolls drop unexpectedly, boosting Fed cut hopes.

Indian markets are set for a cautious open, mirroring mixed global cues and domestic policy anticipation.

• Subdued start indicated by Gift Nifty, down ~20 points.

• RBI MPC meeting today key for rate-sensitive sectors.

• Selective buying seen in auto ancillaries and banking.

• Birlasoft a standout buy call (Target: ₹445-450).

• Monitor RBI's liquidity stance for banking sentiment.