📘Indian Markets Post Market Report — Monday, 01 December 2025- A calm finish after a choppy start, as traders stayed cautious ahead of the RBI policy.

🧭 Market Summary: A Quiet Close Near Record Highs

Today Indian Market post Market Report says equities ended the first trading day of December on a rather muted note.

The benchmarks spent most of the session drifting sideways after touching fresh highs early in the morning, only to cool off as the day progressed.

Nifty 50: 26,175.75 (-27.20 pts, -0.10%)

Sensex: 85,641.90 (-64.77 pts, -0.08%)

Bank Nifty: 59,681.35 (-71.35 pts, -0.12%)

What stands out is how calm the market feels even after scaling new peaks. The mood wasn’t bearish — more like traders stepping back and saying, “Let’s wait for RBI before chasing anything higher.”

The intraday highlight:

Bank Nifty briefly crossed 60,114, its fresh all-time high, before slipping in the last hour.

🚀 Top 5 Gainers of the Day

A handful of stocks managed to shine despite the dull headline numbers:

1. Kotak Mahindra Bank ~ +1.09%

2. Tata Motors (PV Division)~ +1.96%

3. Bharat Elec ~ +1.34%

4. Maruthi Suzuki ~ +1.24%

5. HCL Tech ~+1.15%

These names carried the day’s positive vibe, especially in autos and logistics.

🔻 Top 5 Losers of the Day

Pressure emerged mainly in defensives and high-valuation names:

1. InterGlobe Aviation (IndiGo) ~-1.82%

Among the weakest performers.

The weakness in the rupee (hovering near ₹89.75) keeps fuel-cost anxiety alive.

2. Bajaj Finance~ -1.56%

Faced selling as traders trimmed exposure in richly-valued NBFCs.

3. Max Healthcare~ -3.22%

Healthcare as a pack underperformed — this one saw some profit-booking.

4. Sun Pharma~ -1.32%

Followed the broader pharma softness.

5. Trent / Tata Consumer~ -0.81%

Consumption stocks struggled as money flowed into autos, banks and metals.

📊Indian Markets Post Market Report

Sector Snapshot: Rotation in Full View

The sector performance today told a much clearer story than the indices:

Sectors that ended higher:

Auto (+0.7% to +0.8%) Thanks to upbeat November numbers.

Metals (+0.5–0.6%) Firm global prices kept sentiment buoyant.

IT & PSU Banks (modest gains) IT remained steady; PSU banks continued their recent momentum.

Sectors under pressure:

Realty (around –1%) Took a breather after a sharp November rally.

Healthcare & Pharma (-0.5% to -1%) Sectoral rotation kept buyers away.

Consumer Durables Mild profit-taking after a strong run.

The breadth was slightly negative — more stocks fell than rose.

📉 India VIX — Still Calm

The India VIX ended around 11.62, practically unchanged.

Volatility sitting this low, with Nifty at historic highs, often signals one thing: complacency.

Any unexpected trigger — RBI, global data, US markets — can jolt traders out of this comfort zone.

🌍 Major Events & Market Impact

A few major developments shaped the market tone today:

1. GDP Surprise Continues to Cheer Bulls

India’s recent GDP print came in stronger than estimates.

Analysts are now openly talking about 7–7.5% growth for FY26, which supports premium valuations.

Impact:

Strong growth reduces the probability of a near-term rate cut from RBI.

2. RBI Monetary Policy (Dec 3–5)

Earlier, the market was pricing in a possible 25 bps cut.

Those expectations faded after the GDP numbers and the rupee’s weakness. Banks remained choppy through the session.

3. Rupee Hits a New Low

The rupee hovered near ₹89.75 per USD, its weakest level ever.

Impact:

Aviation & chemical importers: negative IT & export-led businesses: marginally supportive

4. Global Cues

US indices remain near highs, and global risk appetite is healthy.

But upcoming US economic data could be a bigger driver for the week.

🧩 Technical Picture – Support & Resistance Levels

Nifty 50

Resistance: 26,300–26,330 A breakout above this zone could push Nifty to 26,500+.

Support: 26,090–26,060 Deeper support: 20-DEMA near 25,950

The index is consolidating near record levels — a healthy sign.

Bank Nifty

Resistance: 60,000–60,100 Crossing and sustaining above 60,100 may trigger a rally towards 60,600.

Support: 59,300–59,200 Broader trend stays positive above 58,500

The index is in a typical post-breakout retest phase.

📊 SENSEX – Key Levels

Immediate Resistance: 85,900 – 86,050. This zone capped the index intraday. Sellers were active each time SENSEX moved above 85,900. A breakout above 86,050 could trigger quick upside momentum.

Immediate Support:85,400 – 85,250

The first dependable cushion. Buyers have consistently stepped in around this band during intraday dips.84,900 – 84,700 (Near-Term Strong Support)

This overlaps with the short-term moving averages. Break below this zone may bring mild short-term weakness.

💼 FII–DII Flow Trend

The latest fully published cash-market numbers (as of 28 November 2025) show:

FIIs: Net sellers ~₹3,796 crore DIIs: Net buyers ~₹4,148 crore

This continues a multi-week pattern:

Domestic institutional flows and retail SIP money are comfortably absorbing foreign selling.

For today (01 Dec), provisional indications also point toward DII support continuing.

FIIs: Net sellers ~₹1,171.31crore

DIIs: Net buyers ~₹2,558.93 crore

📢 IPO Corner – Busy Week Ahead

The primary market saw plenty of activity:

Clear Secured hi Services IPO (NSE SME)

Opens: 1 Dec Closes: 3 Dec Price Band: ₹125–₹132 Listing: 8 Dec (tentative)

Vidya Wires IPO

Opens: 3–5 Dec Price Band: ₹48–₹52 A manufacturing-linked play riding India’s electrification cycle.

Mother Nutri Foods IPO

SME issue, subscription ended last week. Allotment: Expected today. Listing: 3 Dec. GMP indicates a flat listing.

K K Silk Mills IPO

SME textile company. Allotment lined up for 1 Dec; listing scheduled for 3 Dec.

Overall sentiment:

SME space remains vibrant; mainboard investors are watching Vidya Wires closely.

🪙 Commodities – Gold, Silver, Crude

🪙 Gold

Gold is trading around ₹1,28,175 per 10g, close to its recent highs.

🥈Silver

Silver is around ₹1,74,850 /kg, and global silver has even hit fresh records as supply tightness meets green-energy demand.

🛢️Crude Oil

WTI Dec futures around $59.44/bbl

Brent crude: $63.26/bbl

💱 Currency – Rupee Under Pressure

USDINR futures for Dec are trading near ₹89.6 per USD, and INR–USD spot is effectively mirroring that zone.

📈 Short-Term & Long-Term View (Non-Recommendation)

Short-Term Themes

Banking: Dips near support levels look attractive for short-term traders.

Auto: Demand data remains strong; the trend favours selective buying.

Metals: Benefiting from supportive global prices.

Long-Term Themes (12–36 months)

Logistics & Ports Private Banks and PSU banks Autos & EV ecosystem Export-oriented engineering & IT Power & infrastructure

The bigger story continues to be: India’s structural growth stays intact.

⭐ Stock of the Day — Adani Ports & SEZ

One name clearly stood out:

Hit a fresh 52-week high Strong Q2 earnings (+29% YoY profit growth) Beneficiary of rising trade volumes, manufacturing activity, and India’s logistics push December seasonality often works in its favour

The chart has been in a clean uptrend, and today’s move only reinforced that strength.

“A strong breakout stock backed by robust numbers and sectoral momentum.”

Indian Markets Post Market Report-Dec1, 2025