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.

The Indian markets exhibited a bearish sentiment on December 02, 2025, closing lower for the second consecutive day amid profit booking, a weakening rupee, and persistent foreign investor outflows, despite robust long-term growth projections. Key overarching themes included market corrections pressured by global cues and domestic currency depreciation, alongside optimism from upcoming IPO activity and economic forecasts.

• Sensex plunges 504 points; investors lose nearly ₹2 lakh crore.
• Rupee hits record low of 89.97 against the US dollar.
• Nomura forecasts Nifty to reach 29,300 by end-2026.
• December IPOs expected to raise nearly ₹30,000 crore.
• US equities rise amid Fed rate cut optimism.