The Indian stock market opened December 2025 on a strong note, with both benchmark indices hitting fresh lifetime highs in early trade. The Sensex opened at 86,065.90—up 0.42%—while the Nifty breached a historic milestone, starting the session at 26,325.80 with a 0.47% gain.
The Nifty Bank index too mirrored the bullish sentiment, rising 0.58% to open at 60,102.10, signaling strength across financial heavyweights.
📈 Top Performers in Early Trade
Several key Sensex constituents led the rally in the morning session. Early gainers included:
- Axis Bank
- HDFC Bank
- Adani Ports
- Larsen & Toubro (L&T)
- Sun Pharma
These stocks added significant weight to the benchmarks, supporting the strong opening momentum.
📉 Early Losers
Despite the positive mood, a few blue-chip counters slipped in early trade:
- ITC
- Titan
- TCS
- Asian Paints
The mixed movement reflects stock-specific pressures even as overall market sentiment remained upbeat.
🚗 Stocks to Watch: Auto Sales & Corporate Updates
Market focus today is expected to shift toward:
1. November Auto Sales
Investors are closely watching monthly wholesale numbers to assess demand patterns ahead of year-end. This may influence movement in auto and ancillary stocks.
2. Corporate Activity & Index Reshuffles
A range of companies could see action due to fund-raising announcements, regulatory developments, or inclusion/exclusion from indices.
Likely active stocks include:
- Lenskart
- HUL
- HDFC Bank
- Dalmia Bharat
- ICICI Bank
- IRFC
- Tejas Networks
🌍 Global & Domestic Market Outlook
According to Prashanth Tapse, Senior VP (Research) at Mehta Equities:
- India’s strong Q2 FY26 GDP growth of 8.2% continues to fuel market optimism.
- “New record highs may become the norm,” he noted, highlighting sectoral strength and positive domestic fundamentals.
- However, FPI activity remains a concern, with foreign investors offloading ₹3,796 crore on Friday.
- The big question: Will FPIs return in December on expectations of rate cuts and earnings upgrades?
Geopolitically, Russian President Vladimir Putin’s India visit on 4–5 December may also influence market sentiment.
On the technical front, Nifty remains comfortably above:
- 21-DMA: 25,886
- 50-DMA: 25,554
- 100-DMA: 25,223
- 200-DMA: 24,578
Auto stocks remain in focus as the Nifty Auto Index continues to hit new highs.
