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Post Session: Quick Review
Dec-22-2025

Indian equity benchmarks closed sharply higher on Monday, led by strong buying in IT and Teck stocks. Markets made an optimistic start and maintained upward momentum throughout the session, aided by continued foreign fund inflows. Traders’ sentiments improved further as Union Minister Jyotiraditya Scindia expressed confidence that India will surpass Germany to become the world's third-largest economy by the end of 2027.

Some of the important factors in trade:

India’s forex reserves jump $1.68 billion to $688.94 billion: Traders took support as the Reserve Bank of India said that India's forex reserves jumped by $1.689 billion to $688.949 billion during the week ended December 12.

India, Oman trade pact likely to be operationalised within 3 months: Sentiments remained positive with Commerce and Industry Minister Piyush Goyal’s statement that India and Oman will endeavour to implement the India-Oman free trade agreement, signed on December 18, within the next three months. 

India-New Zealand free trade agreement: Sentiments remained upbeat as a report said that the India-New Zealand Free Trade Agreement (FTA) will significantly deepen bilateral economic engagement, enhance market access, and promote investment flows.  

Global front: European markets were trading mostly in red, after UK economy registered a meager growth in the third quarter. Asian markets ended mostly in green following the broadly positive cues from Wall Street on Friday.

The BSE Sensex ended at 85567.48, up by 638.12 points or 0.75% after trading in a range of 85145.86 and 85601.33. There were 24 stocks advancing against 5 stocks declining on the index, while one stock remined unchanged. (Provisional)

The broader indices ended in green; the BSE Mid cap index was up by 0.86%, while Small cap index up by 1.12%. (Provisional)

The top gaining sectoral indices on the BSE were TECK up by 2.04%, IT up by 1.99%, Capital Goods up by 1.65%, Industrials up by 1.33% and Metal up by 1.32%, while Consumer Durables down by 0.11% was only losing index on BSE. (Provisional)

The top gainers on the Sensex were Trent up by 3.89%, Infosys up by 2.79%, Bharti Airtel up by 2.32%, Tech Mahindra up by 1.74% and Maruti Suzuki up by 1.55%. On the flip side, SBI down by 0.59%, Kotak Mahindra Bank down by 0.37%, Larsen & Toubro down by 0.09%, Interglobe Aviation down by 0.06% and Titan Company down by 0.05% were the top losers. (Provisional)

Meanwhile, the minutes of Reserve Bank of India’s (RBI) Monetary Policy Committee (MPC) meeting revealed that RBI Governor Sanjay Malhotra was in favour of neutral monetary policy stance while voting for a 25 basis points (bps) cut in repo rate, he added that the neutral stance would provide flexibility to the central bank to act according to the evolving macroeconomic conditions. Post its MPC meeting on December 3-5, 2025, RBI had announced reduction of the short-term lending rate (repo) by 25 bps to 5.25%. Further, RBI Governor expects headline inflation to close to the 4% target in H1 2026-27. He added that excluding precious metals, inflation is likely to be much lower, as has been the trend since the beginning of 2024.

Further, the Deputy Governor and MPC member Poonam Gupta has referred the faster-than-anticipated moderation in CPI headline inflation as most crucial recent development from the perspective of monetary policy. Meanwhile, she has shrugged off any concerns related to overhitting of the economy while backing the rate cute and noted that headline and core inflation along with most other nominal indicators showed no sign of overheating economy. Besides, RBI Executive Director and MPC member Indranil Bhattacharyya highlighted that the moderation of headline inflation by about 180 bps during September-October was primarily driven by the deflation in food prices.

Moreover, the independent MPC member Nagesh Kumar pointed that the December 2025 MPC meeting took place against the backdrop of mixed trends in the Indian economy. He indicated that despite the challenging and uncertain external environment, the GDP growth in Q2 FY2026 at 8.2% exceeded expectations. Meanwhile, he said that there is some evidence that the geopolitical and trade-related uncertainties have started to hurt the business sentiment. Also, the US tariffs are affecting the labour-intensive industries, such as textiles and garments, leather goods, gems and jewellery, processed food products like shrimp that have a higher exposure to the US market.

The CNX Nifty ended at 26172.40, up by 206.00 points or 0.79% after trading in a range of 26047.80 and 26180.70. There were 40 stocks advancing against 10 stocks declining on the index. (Provisional)

The top gainers on Nifty were Shriram Finance up by 3.68%, Trent up by 3.56%, Infosys up by 3.11%, Wipro up by 3.11% and Bharti Airtel up by 2.38%. On the flip side, HDFC Life Insurance down by 0.61%, SBI down by 0.61%, Kotak Mahindra Bank down by 0.45%, Tata Consumer Products down by 0.44% and SBI Life Insurance down by 0.30% were the top losers. (Provisional)

European markets were trading mostly in red; Germany’s DAX gained 93.6 points or 0.39% to 24,382.00 and UK’s FTSE 100 decreased 41.02 points or 0.41% to 9,856.40, while France’s CAC fell 19.78 points or 0.24% to 8,131.60.

Asian markets settled mostly higher on Monday as traders await Tuesday’s release of the US third-quarter Gross Domestic Product that will offer insight into economic health and the timing of the Federal Reserve’s next rate moves. Japan’s Nikkei climbed and surpassed the 50,000-point mark, while the yen hovered near an 11-month trough against the US dollar in the wake of the Bank of Japan's decision to raise rates by a quarter of a point to a three-decade high of 0.75%. The market rally was also driven by Wall Street’s strong finish last Friday due to robust technology earnings and easing concerns of a tech bubble. Chinese and Hong Kong shares gained, supported by surges in Hainan shares after China last week started operation of the Hainan Free Trade Port in a landmark move signalling China’s commitment to opening-up. Sentiments improved further after data showed ⁠China's private fund sector expanded to a record 22.1 trillion yuan ⁠in November, aided by strong flows into equities.

Asian Indices

Last Trade            

Change in Points

Change in %      

Shanghai Composite

3,917.36

26.92

0.69

Hang Seng

25,801.77

111.24

0.43

Jakarta Composite

8,645.84

36.29

0.42

KLSE Composite

1,671.29

5.39

0.32

Nikkei 225

50,402.39

895.18

1.81

Straits Times

4,610.29

40.51

0.89

KOSPI Composite

4,105.93

85.38

2.12

Taiwan Weighted

28,149.64

453.29

1.64
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