Market strategist Sandip Sabharwal sees selective consumption opportunities despite uneven market participation, favoring steady FMCG names like Dabur and Godrej Consumer, alongside niche plays like Wonderla Holidays. He believes inflation data supports an RBI rate cut, though external commentary on the rupee may lead to caution.
The rupees slide past 90 marks the latest phase in a four-decade depreciation driven by weak flows, record trade deficits, and persistent importer demand. With FPIs selling aggressively, FDI turning negative, and hedging pressures rising, the RBI is easing volatility even as structural vulnerabilities keep the currency under strain.
Despite Nifty's record highs, market sentiment has cooled due to weak broader participation. Expert Sandip Sabharwal highlights relentless foreign selling and a massive IPO pipeline absorbing domestic liquidity as key drivers. While foreign investors are exiting the secondary market, they are investing in IPOs.
Inox Wind Ltd. A small mid-cap pick by Axis Securities combines a turnaround-driven recovery, improving finances and order book strength, making it a compelling call with potential upside of 43%.
Market expert Mayuresh Joshi advocates for selective investments in banking, infrastructure, and paint sectors. He favors ICICI Bank, SBI, and Bank of Maharashtra, while seeing potential in cement players as proxies for infrastructure growth. Joshi also recommends holding Asian Paints due to strong fundamentals and market expansion opportunities.
Despite India's strong 8.2% GDP growth, markets showed muted reaction as optimism was largely priced in. Geopolitical tensions and trade uncertainties are keeping investors cautious, while a weaker rupee benefits exporters but poses inflation risks. Infrastructure, pharma, and IT services are identified as key sectors to watch.
In the Nifty500 pack, 11 stocks' closing prices crossed above their 200 DMA (Daily Moving Averages) on December 2, 2025, according to stockedge.com's technical scan data. The 200-day daily moving average (DMA) is used by traders as a key indicator for determining the overall trend in a particular stock. As long as the stock is priced above the 200-day SMA on the daily timeframe, it is generally considered to be in an overall uptrend. Take a look:
