Nifty poised for a cautious optimistic start as all eyes turn towards RBI Governor Sanjay Malhotra, who chairs the MPC, and shall announce the outcome at 10 am.
Bulls will hope that the RBI cuts rates by 25 bp bringing down the policy repo rate to 5.25% as inflation is set to remain well below target for the foreseeable future
Please note, India’s GDP grew a strong 8.2% in the September quarter, while CPI inflation eased to a record low of 0.25% in October 2025. This marks the ninth straight month below the RBI’s 4% target and the third month below its 2% lower tolerance band — strengthening calls for the central bank to cut rates further.
Bottom-line: Hopefully, a rate cut from the RBI works as the magical spark that could revive momentum and put the rally back on track.
9:00 am GLOBAL UPDATE:
GIFT Nifty 🇮🇳: (+1, 26190)
Dow Futures: (+50, 47900)
Nasdaq 100 Futures (+88, 25669)
Nikkei (-701, 50327)
Hang Seng (-49, 25887)
Dollar Index (-0.05%, 99.01
WTI OIL (-0.03%, 59.51)
Gold (-3, 4205)
Securities in Ban for Trade Date: Friday, December 5th 2025
SAMMAANCAP
BANDHANBNK
Key Events for Thursday, December 4th 2025.
Defence stocks are likely to remain in the spotlight as Russian President Vladimir Putin and PM Modi hold bilateral talks today with strategic ties in focus.
In yesterday’s trade, counters like HAL (+1.89%), BDL (+3.7%), and BEL (+1.25%) drew strong investor interest amid expectations that the visit will accelerate key defence agreements covering air-defence systems, fighter aircraft, and missile technologies.
Bottom line: Heightened geopolitical engagement and potential big-ticket defence deals could keep sentiment buoyant across defence manufacturing and allied sectors.
Disclaimer/ Disclosure: The investments & trading ideas recommended 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 after consulting with registered market intermediaries.