GIFT Nifty 🇮🇳: (-24, 26336)
Market Recap:
In yesterday’s trade, Sensex, Nifty and Bank Nifty ended lower after touching fresh record highs, as gains evaporated amidst profit booking.
New Record Highs (as on Monday, December 1st 2025):
Nifty: 26,325.80
Sensex: 86,159.02
Bank Nifty: 60114.30
The 2-Big Question:
Can the bulls keep the party going amidst persistent FIIs selling?
Will the FPI come back strongly?
The Road Ahead:
1) Positioning shall begin ahead of the RBI’s final policy meeting of 2025 (Dec 3–5), where markets broadly expect a 25-bps rate cut, supported by repeated downside surprises in headline CPI inflation.
2) On the global front, expectations for a December US Fed rate cut have strengthened again. Futures positioning indicates traders now see a high probability of easing when the Fed meets on December 9–10—adding fuel to the risk-on sentiment.
The 2-Big Positive Catalysts:
1) Dual Rate-Cut Hopes both the U.S. Fed and the RBI as early as next month.
2) U.S.–India Trade Deal Optimism
Technically Speaking:
The trend remains bullish, but expect a cautious and choppy trading amidst overbought technical conditions. The make-or-break support at 25951 mark.
For bullish traders, the Gyan Mantra is simple:
1) Buy selectively on dips
2) Avoid chasing strength blindly
3) Manage leverage with caution — not emotion
The Biggest Headwinds:
Foreign institutional investors remain on the selling side of the trade, adding pressure to market sentiment despite strong domestic fundamentals.
1) FIIs sold ₹3,795.72 crore worth of equities in Monday’s session.
2) In the past week, total FII selling stood at ₹6,443 crore.
3) For November 2025 alone, FIIs have offloaded close to ₹17,500 crore.
4) Year-to-date (YTD), cumulative FII net selling now stands at a substantial ₹1,32,469 crore.
Bottom-line:
An uninspiring session for Nifty bulls is quite likely. Blame the hesitation on:
1) Weak global cues:
2) Persistent FII selling.
3) Rupee hits a fresh record low: Despite the blockbuster Q2 GDP print, the Indian rupee weakened further—sliding to ₹89.76 per USD.
Long Story Short:
Domestic flows and sentiment are powering the rally, global risk appetite and FII stance will likely determine whether the party extends — or fades into consolidation.
STOCKS IN SPOTLIGHT:
Auto Stocks Continue to accelerate on GST Boost & Strong Sales Prints
1) Hyundai Motor India (+2.58%) advanced after reporting a 9.1% YoY rise in total sales to 66,840 units in November 2025. The company highlighted strong order traction, with the newly launched Hyundai Venue crossing 32,000 bookings within a month, reinforcing its SUV leadership.
2) V.S.T Tillers Tractors (+2.65%) surged after reporting a 129% YoY jump in combined Power Tiller and Tractor sales to 5,166 units, compared with 2,251 units in November last year.
3) TVS Motor (+3.75%) ends near record high on robust November auto sales performance
The rally was driven by the company’s solid operational update, where total sales surged 30% year-on-year to 519,508 units in November 2025.
The strong sales momentum highlights continued demand traction across premium motorcycles, scooters, and EV offerings — reinforcing expectations that the auto space may continue to lead market sentiment as December begins.
Bajaj Housing Finance Block Deal Alert:
The promoter of Bajaj Housing Finance is set to offload up to 2% stake via the secondary market between Dec 2, 2025, and Feb 28, 2026.
(Source: ndtvprofit)
Shares of Wockhardt (+20%) was locked in upper circuit, fueled by strong buying interest after the company announced that the USFDA has officially accepted its New Drug Application (NDA) for Zaynich, a first-in-class antibiotic.
The approval marks a major milestone for Wockhardt and signals potential future revenue opportunity from the US market — one of the most lucrative geographies for specialty pharma.
(Source: Moneycontrol, Business standard)
Our chart of the day is bullish on CUMMINS INDIA, TVS MOTORS and POLICY BAZAR on any early excessive intraday weakness with an interweek/Intermonth perspective.
The 1 Stock to Buy Right Now: Buy CUMMINS INDIA (CMP 4544): Buy between 4450-4475. Stop at 4389. Targets 4577/4621. Aggressive targets at 4689. (Interweek Strategy). Rationale: Momentum Play. Signaling a massive breakout on the upside. Key interweek support 4279. Major hurdles only at 4577 mark. The sequence of higher high/low is intact on all-time-frames. 200-DMA at 3484.
Now, here is the preferred trade on Nifty and Bank Nifty:
Nifty (26176): Sell at CMP. Stop 26601. Targets 26051/25703. Aggressive targets at 25300-25500 zone.
Bank Nifty (59753): Sell at CMP. Stop at 60701. Targets 59200/58300. Aggressive targets at 57551-57701 zone.
Disclaimer/ Disclosure: The investments & trading ideas recomended in the market analysis, research reports, etc. may not be suitable for all investors. This article or data points does not construe investment advice as stock market investments are subject to market risks so please refer to your financial consultant advice before Investing or trading. All information is a point of view, and is for educational, Learning and informational use only. The author or the group admin accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. Investors must make their own investment decisions based on their specific investment objectives, goals and financial position only by after consulting with registered market intermediaries.