Market Opening Bell - 1st December: Nifty 50 up by 0.47% and Sensex up by 0.42%

On Monday, the Indian markets started the new month trading higher, with the NIFTY 50 trading at 26,325.80, up by 0.47%, and the SENSEX up by 0.42% at 86,065.92, in the pre-trading session.

Global cues

• Both Asian and U.S markets traded mixed, awaiting key economic data and a decision by the Fed on rate cuts this week.

Gift Nifty

• On December 1, 2025, the GIFT Nifty traded lower amid FII selling and mixed global cues.

Asian Markets

• In Asian markets, the Nikkei, TAIEX, and KOSPI traded lower as investors await key U.S. economic data, including manufacturing and Construction spending. 
• Hang Seng traded in green, led by the gains in tech stocks.

US & European Markets

• The Dow Jones traded higher, led by the gains in Alphabet and Micron Technology stocks.
• The S&P 500 and Nasdaq traded lower amid selling pressure following the recent rally.

• The UK’s FTSE traded higher after the gains in Energy and Mining stocks.
• The French index CAC traded in the green, after gains in the Utilities, Consumer Goods, and Oil & Gas sectors.
• The German index DAX traded higher, led by the gains in the Technology, Food & Beverages, and Retail sectors.

Commodities

• Crude oil prices rose after OPEC+ reaffirmed its commitment to hold output steady during the first quarter.
• Precious metals, such as gold and silver, rose as investors await Fed Chair Jerome Powell's speech and the RBI’s monetary policy decision.
• Natural gas prices traded lower amid profit booking after a recent rally.

Currency Movements

• The dollar index traded flat amid reports that White House National Economic Council Director Kevin Hassett is the leading candidate to succeed as the Fed chair.
• The rupee weakened against other currencies due to cautious investor sentiment ahead of the RBI monetary policy meeting this week.

Sectors to watch

• Real Estate sector: Mumbai's real estate market reached an all-time high in November with 12,219 registrations, up by 20% YoY, driven by end-user demand and infrastructure upgrades, which boosted state revenue by 12% to Rs 1,038 crore.
• Defence sector: India is set to discuss with Russia the acquisition of advanced Su-57 fighter jets and S-500 missile defence systems during President Putin's visit.
• Finance Sector: According to NPCI data, UPI has seen a significant surge, with transactions exceeding 19 billion, worth ₹24.58 lakh crore, highlighting the growing use of digital payments across India.

Stocks to watch

• Maharashtra Seamless: Maharashtra Seamless won an order from ONGC for the supply of seamless pipes worth ₹217 crores.
• Tejas Networks: Tejas Networks received an order from the Ministry of Communications under the Production Linked Incentive (PLI) Scheme for telecom and networking products of ₹84.95 crores.
• Tata Technologies: Tata Technologies approved the resignation of Savitha Balachandran from the role of Chief Financial Officer, effective December 30, and appointed Uttam Gujrati for the same role.
• HDFC Bank: The RBI imposed a penalty on the HDFC Bank of ₹91 lakh for violating certain provisions of the Banking Regulation Act.

FII and DII Inflows - 28th Nov 2025

(The above numbers are in ₹ Cr)

• On 28th November, inflows were ₹352.56 crore, with DIIs as net buyers and FIIs as net sellers, after moving into other attractive and safe investment options such as gold and silver amid cautious market sentiment.

Global Events & Updates

• On December 1, the U.S will release its ISM and S&P Global Manufacturing data.
• India will release its HSBC Manufacturing PMI data today.
• The U.K. will release its BoE Consumer Credit data today.

Things to look out for

• The Indian annual GDP grew by 8.2% YoY in Q2 FY26.
• France's GDP expanded 0.9% YoY in Q3 2025.