Markets anticipate a positive start on December 12, 2025, propelled by the US Fed's expected rate cut, boosting global sentiment and cyclical sectors.

Key Themes & Picks

• A gap-up opening is indicated as Fed cut aligns with expectations.

• Banking and green energy stocks gain focus post-policy easing.

• Jefferies highlights IndiGo (Buy) with significant upside potential.

• Intraday picks feature Trent and Adani Green Energy.

• Healthcare and consumer sectors also in focus amid expansion trends.

Indian markets showed bullish sentiment on December 11, rebounding sharply from a three-day decline, driven by the US Federal Reserve's rate cut, bargain buying, and strong mutual fund inflows. The Sensex and Nifty closed higher amid broad-based gains, reflecting optimism despite rupee weakness and global uncertainties. Key themes included monetary policy influences, sector recoveries in IT and metals, and sustained domestic investment momentum.

• Markets snap three-day fall with Sensex up 427 points.
• US Fed's 25 bps rate cut boosts global sentiment.
• SEBI defers Phase III nomination rules implementation.
• Rupee weakens amid corporate dollar outflows.
• NITI Aayog pushes for deeper corporate bond market.

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.