Nifty poised for a cautious optimistic start on backdrop of improving leads from global stock markets.
Key Headwinds for Indian stock markets:
1) Persistent FII selling.
2) Rupee at fresh record low:
Bottom-line: Nifty can stem the fall only on the backdrop firm global cues.
9:00 am GLOBAL UPDATE:
GIFT Nifty 🇮🇳: (-18, 26074)
Dow Futures: (+77, 47960)
Nasdaq 100 Futures (-10, 25597)
Nikkei (+655, 50520)
Hang Seng (+56, 25816)
Dollar Index (+0.11%, 99.01)
WTI OIL (+0.13%, 59.26)
Gold (-7, 4196)
Securities in Ban for Trade Date: Thursday, December 4th 2025
SAMMAANCAP
Key Events for Thursday, December 4th 2025.
Defence stocks are likely to remain in the spotlight as Russian President Vladimir Putin begins his first visit to India in four years.
The strategic dialogue is expected to centre around advanced defence cooperation, with particular focus on the S-500 Prometheus missile system, a next-generation upgrade over the S-400 platform currently being inducted.
During discussions with Russian Defence Minister Andrey Belousov, the Indian delegation is expected to emphasize timely delivery of pending military hardware, while also exploring options for future procurement, including the S-500, as widely reported in the media.
Bottom line: Heightened geopolitical engagement and potential big-ticket defence deals could keep sentiment buoyant across defence manufacturing and allied sectors.
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