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Bourses continue gaining momentum in early afternoon session
Dec-22-2025

Indian markets continued their gaining momentum in early afternoon session following positive cues from other Asian markets. There were no losing sectoral indices on the BSE. Hefty buying in IT and metal sector stocks helped markets to trade higher. Traders took support as the Global Trade Research Initiative (GTRI) has said that exports of the country rebounded in the month of November 2025. This growth in exports was on account of supply-chain realignments and inventory restocking ahead of the US holiday season in sectors such as electronics and machinery. On the global front, all Asian markets were trading higher as China maintained its benchmark interest rates for the seventh straight month, as widely expected. The People's Bank of China left its one-year loan prime rate unchanged at 3.0 percent. Likewise, the five-year LPR, the benchmark for mortgage rates, was retained at 3.50 percent.

The BSE Sensex is currently trading at 85436.99, up by 507.63 points or 0.60% after trading in a range of 85145.86 and 85467.39. There were 25 stocks advancing against 5 stocks declining on the index.

The broader indices were trading in green; the BSE Mid cap index gained 0.89%, while Small cap index was up by 1.09%.

The top gaining sectoral indices on the BSE were TECK up by 1.79%, Metal up by 1.74%, IT up by 1.65%, Capital Goods up by 1.65% and Industrials was up by 1.35%, while there were no losing sectoral indices on the BSE.

The top gainers on the Sensex were Infosys up by 2.46%, Bharti Airtel up by 2.35%, Tech Mahindra up by 1.89%, Trent up by 1.73% and HCL Tech up by 1.43%. On the flip side, SBI down by 0.64%, Asian Paints down by 0.24%, Axis Bank down by 0.05%, Interglobe Aviation down by 0.03% and Mahindra & Mahindra down by 0.01% were the top losers.

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 is currently trading at 26144.75, up by 178.35 points or 0.69% after trading in a range of 26047.80 and 26154.45. There were 40 stocks advancing against 9 stocks declining on the index, while 1 stock remained unchanged. 

The top gainers on Nifty were Shriram Finance up by 4.96%, Wipro up by 3.07%, Infosys up by 2.54%, Bharti Airtel up by 2.23% and Hindalco up by 2.11%. On the flip side, SBI down by 0.68%, SBI Life down by 0.51%, HDFC Life Insurance down by 0.48%, Tata Consumer down by 0.35% and Asian Paints down by 0.25% were the top losers.

All Asian markets were trading higher; Nikkei 225 surged 915.79 points or 1.82% to 50,423.00, Taiwan Weighted added 453.29 points or 1.61% to 28,149.64, KOSPI increased 85.38 points or 2.08% to 4,105.93, Hang Seng advanced 45.47 points or 0.18% to 25,736.00, Straits Times rose 34.06 points or 0.75% to 4,603.84, Shanghai Composite strengthened 27.27 points or 0.7% to 3,917.72 and Jakarta Composite was up by 15.83 points or 0.18% to 8,625.38.
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