SGX Nifty December 2025 futures increased by 17 points (or 0.02%) in early trading, indicating a slightly positive start for the Nifty 50 today.

Institutional Flows:

On 26 November 2025, provisional data indicated that foreign portfolio investors (FPIs) acquired shares valued at Rs 4,778.03 crore, whereas domestic institutional investors (DIIs) recorded net purchases amounting to Rs 6,247.93 crore in the Indian equity market.

Foreign Institutional Investors have divested shares totaling Rs 12,449.39 crore in November to date. Their recent transactions include the divestment of equities amounting to Rs 2,346.89 crore in October and Rs 35,301.36 crore in September.

Global Markets:

Asia-Pacific markets experienced an uptick on Thursday, following a positive performance on Wall Street, driven by increasing hopes for a Federal Reserve rate cut and a rebound in technology stocks. The Bank of Korea maintained its benchmark interest rate at 2.5% for the fourth consecutive policy meeting, in response to a depreciated local currency and a heated housing market. The Korean won has depreciated against the US dollar in recent months, reaching its lowest point since April.

In October, China’s industrial profits experienced a decline of 5.5% compared to the same month last year, according to data released by the government on Thursday. Profits for the first 10 months of the year increased by 1.9% year on year, in contrast to the 3.2% increase observed in the January to September period.

Overnight, the major indexes in the U.S. recorded four consecutive days of increases, fueled by growing optimism regarding a potential interest rate reduction by the Federal Reserve in December. Market participants are anticipating an 85% likelihood of a quarter-percentage-point rate reduction in December, an increase from the 30% probability observed last week. During the previous trading session, the Dow Jones Industrial Average increased by 314.67 points, representing a rise of 0.67%, closing at 47,427.12. The S&P 500 advanced by 0.69%, concluding at 6,812.61, whereas the Nasdaq Composite rose by 0.82%, finishing at 23,214.69.

Domestic Market:

The domestic equity benchmarks concluded the day with significant gains, breaking a three-day losing streak. The Nifty finished above the 26,200 level, bolstered by robust purchasing in the metals, consumer durables, and energy sectors. All NSE sectoral indices concluded positively, indicating widespread involvement.

Market sentiment showed signs of improvement as expectations for a US Federal Reserve rate cut gained traction. Global markets experienced a rally, crude oil prices showed a decline, and there was a resurgence of foreign investors in purchasing activities. The signs of earnings weakness seem to be stabilizing, contributing to an optimistic outlook. Market participants are strategically aligning their positions in anticipation of the Reserve Bank of India’s concluding policy meeting for the year, scheduled for December 3–5, during which a 25-bps reduction in the repo rate is largely anticipated. The outlook is influenced by consistent negative deviations in headline CPI inflation.

The S&P BSE Sensex increased by 1,022.50 points, reflecting a rise of 1.21%, reaching a total of 85,609.51. The Nifty 50 index increased by 320.50 points, reflecting a rise of 1.24%, reaching a level of 26,205.30. Over the last three consecutive trading sessions, the Sensex experienced a decline of 1.22%, whereas the Nifty recorded a decrease of 1.17%.