Markets anticipate a mildly positive opening on December 19, 2025, supported by global tech strength and Fed cut hopes, despite persistent rupee weakness and foreign outflows.

Key Themes & Picks

• Gift Nifty signals a gap-up opening, indicating a technical rebound.

• Banking, IT, and metals sectors lead on RBI easing and global demand.

• ICICI Securities provides a bullish Nifty target of 29,500 for 2026.

• Specific calls: Buy Bank of India and Tech Mahindra highlighted.

• Rupee at record lows remains a concern amid FII outflow risks.

The Indian stock markets exhibited a bearish sentiment, closing lower for the fourth consecutive day amid volatility and weak global trends, though IT sector gains provided some cushion. In contrast, positive US inflation data boosted Wall Street, potentially influencing international investor confidence.

• Volatile trading led to marginal declines in major indices despite IT support.
• Regulatory proposals aimed at enhancing SEBI's powers and transparency.
• Rupee showed slight recovery amid merchant flows and RBI vigilance.
• Corporate sector saw key leadership changes and green investment talks.
• US soft inflation data spurred global market optimism and rate cut hopes.

Markets anticipate a cautious, flat-to-negative opening on December 18, 2025, amid global tech weakness, FPI outflows, and safe-haven demand.

Key Themes & Picks

• GIFT Nifty points to a soft open following global risk-off sentiment.

• IT sector in focus with Infosys upgraded to Buy on AI optimism.

• Renewable energy gains traction after major international agreements.

• Vedanta and KPI Green Energy highlighted as key picks.

• Rising crude oil prices support energy stocks amid geopolitical tensions.