Markets face a cautious start on December 15, 2025, weighed by global tech weakness and FII outflows, though select sectors show resilience.

Key Themes & Picks

• GIFT Nifty signals a lower opening amid global tech sell-off.

• Metals and energy sectors show strength despite broad caution.

• Citigroup recommends Indraprastha Gas (Buy) on clean energy demand.

• Grasim Industries and Tata Steel highlighted for breakout potential.

• Persistent FII outflows temper overall market sentiment.

The Indian markets showed bullish sentiment on December 12, 2025, rebounding strongly with major indices closing higher, fueled by positive global cues from the US Federal Reserve's recent rate cut despite ongoing rupee depreciation and FII outflows. Key themes included market recovery, robust IPO activity, macroeconomic data releases, and sector-specific gains in automobiles and commodities, offsetting concerns over currency weakness and soft demand in some areas.

• Sensex surges 449 points amid global liquidity boost.
• Nifty climbs above 26,000 on rebound momentum.
• Rupee hits record low, pressuring imports.
• Auto industry achieves best-ever November sales.
• Silver prices cross ₹2 lakh milestone.

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.