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EQUITY
Post Session: Quick Review
Dec-12-2025

Indian equity benchmarks ended higher on Friday, buoyed by positive cues from global markets. Markets made a positive start and maintained their gains throughout the session, as traders were optimistic over a potential India-US trade deal after US trade Representative Jamieson Greer said the US has received its ‘best ever’ offer from India.

Some of the important factors in trade:

India, US conclude 2-day trade talks: Some optimism came as Commerce ministry reportedly said that India and the US have concluded two-day talks with both sides exchanging views on trade-related issues, including the ongoing negotiations for a mutually beneficial bilateral trade agreement.

Goyal exudes confidence in overcoming issues to finalise FTA with EU: Traders took encouragement as Union Commerce Minister Piyush Goyal has exuded confidence in overcoming issues to finalise a freed trade agreement with the European Union.

Rural demand witnesses revival over past year in NABARD survey: Traders took support with NABARD survey showing that in a clear sign of rural economic momentum, 80 per cent of rural households have consistently reported higher consumption over the last year - a hallmark of rising prosperity. It said the past year has seen a clear strengthening of rural economic fundamentals. 

Global front: European markets were trading higher as investors were optimistic that the U.S. Federal Reserve will deliver more interest-rate cuts in 2026. Asian markets ended in green, as Japan's industrial production expanded more than initially estimated in October. Industrial production climbed 1.5 percent monthly in October, slower than the 2.6 percent recovery in September. In the initial estimate, industrial output showed an increase of 1.4 percent.

The BSE Sensex ended at 85267.66, up by 449.53 points or 0.53% after trading in a range of 84956.74 and 85320.82. There were 21 stocks advancing against 9 stocks declining on the index. (Provisional)

The broader indices ended in green; the BSE Mid cap index was up by 1.14%, while Small cap index up by 0.65%. (Provisional)

The top gaining sectoral indices on the BSE were Metal up by 2.58%, Basic Materials up by 1.84%, Realty up by 1.47%, Telecom up by 1.27% and Oil & Gas up by 1.21%, while FMCG down by 0.08% was the only losing index on BSE. (Provisional)

The top gainers on the Sensex were Tata Steel up by 3.40%, Eternal up by 2.37%, Ultratech Cement up by 2.35%, Larsen & Toubro up by 1.60% and Maruti Suzuki up by 1.51%. On the flip side, Hindustan Unilever down by 1.92%, Sun Pharma down by 0.69%, Asian Paints down by 0.57%, ITC down by 0.53% and Power Grid Corp down by 0.36% were the top losers. (Provisional)

Meanwhile, the National Council of Applied Economic Research (NCAER) in its latest report titled ‘India's Employment Prospects: Pathways to Jobs’ has said that India needs to overcome obstructions to increase both quality and quantity of workforce participation and labour productivity in sectors. It noted that India, which has large youth population, yet not been able to capitalise on the demographic dividend. The youth workforce participation in India is below compared to that of international trend. Further, the manufacturing sector’s contribution to employment has been mostly stagnant with most of the labour that has shifted away from agriculture being absorbed by the services sector.

The report showed that there is need to increase the share of the skilled workforce by percentage points through investment in formal skilling, which will generate 9.3 million jobs, amounting to a nearly 9 per cent increase in employment in the labour-intensive sectors by 2030. On average, labour-intensive manufacturing accounts for 44.1 per cent of total manufacturing employment, while labour-intensive services account for 54.2 per cent of total services employment. Combined, labour-intensive sectors constitute 51.3 per cent of total employment in manufacturing and services.

As per the report, to achieve an aggregate GVA growth rate of 8 per cent by 2030, the manufacturing and services sectors need to at 8.2 per cent and 9.0 per cent annually. This can be accomplished with the help of higher investment in labour-intensive manufacturing and services. Further, achieving a GVA growth of 8 per cent could lead to significant employment generation across sectors. Moreover, GVA can grow at even higher growth rate of around 9 per cent, if the manufacturing sector grows at 10.7 per cent, and the services sector at 9.6 per cent. This higher growth can be achieved if the Viksit Bharat agenda is effectively implemented, with policies aimed at enhancing sectoral GVA growth.

The CNX Nifty ended at 26046.95, up by 148.40 points or 0.57% after trading in a range of 25938.45 and 26057.60. There were 36 stocks advancing against 13 stocks declining on the index, while one stock remained unchanged. (Provisional)

The top gainers on Nifty were Tata Steel up by 3.38%, Hindalco up by 3.37%, Eternal up by 2.37%, Ultratech Cement up by 2.19% and JSW Steel up by 1.81%. On the flip side, Hindustan Unilever down by 1.80%, Max Healthcare Inst down by 0.73%, Sun Pharma Inds. down by 0.72%, ITC down by 0.55% and Asian Paints down by 0.52% were the top losers. (Provisional)

European markets were trading higher; France’s CAC rose 61.84 points or 0.76% to 8,147.60, UK’s FTSE 100 increased 29.94 points or 0.31% to 9,733.10, and Germany’s DAX gained 120.69 points or 0.49% to 24,415.30.

Asian markets ended higher on Friday after the US Federal Reserve delivered an outlook that was not as hawkish as some had anticipated. Japan’s Nikkei jumped tracking a strong lead from Wall Street, where the Dow and S&P 500 closed at fresh record highs, even as investors were still in caution mode ahead of the Bank of Japan’s policy meeting next week where it is expected to raise interest rates. Meanwhile, reports showing that Japan's SoftBank Group and Nvidia are in talks to lead an investment of over $1 billion at a $14 billion valuation in US data center company Skild AI. Chinese and Hong Kong shares gained after China’s economic conference pledged to maintain a ‘proactive’ fiscal policy next year that would stimulate both consumption and investment.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,889.35

16.03

0.41

Hang Seng

25,976.79

446.28

1.75

Jakarta Composite

8,660.50

40.02

0.46

KLSE Composite

1,637.81

12.42

0.76

Nikkei 225

50,836.55

687.73

1.37

Straits Times

4,586.45

65.62

1.45

KOSPI Composite

4,167.16

56.54

1.38

Taiwan Weighted

28,198.02

173.27

0.62
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