1st December Market Report

Global equities on 1 December 2025 were mildly risk-off, with most developed markets closing lower, while India slipped marginally from record highs amid strong domestic data but continued FII selling and solid DII support. Sectorally in India, autos and pharma showed relative strength, while realty, healthcare, and select defensives saw profit-taking.

On 1 December 2025, the Indian market saw sector rotation with clear winners and losers.

Sector winners included autos, pharma, and financials, which showed relative strength and buying interest, helping support the indices near record levels. Autos led gains with stocks like M&M and Maruti showing strong performance, while pharma also held steady with defensive buying.

On the other hand, sectors like realty, healthcare, telecom, oil & gas, and utilities faced profit booking and selling pressure. These sectors dragged the market slightly lower as traders took profits after recent rallies.

Global indices performance

Key global indices and their closing levels for 1 December 2025 (or last corresponding cash-session close) were as follows.

Index / Region	Close (01-12-2025)	% Change	Day’s takeaway
Nifty 50 (India)	26,175.75	-0.10%	Consolidation near record highs; mild profit booking.
BSE Sensex (India)	85,641.90	-0.08%	Slipped slightly after touching record zone; breadth soft.
Hang Seng (Hong Kong)	26,033.27	+0.67%	Rebound led by select cyclicals despite China growth worries.
Shanghai Composite	3,914.01	+0.65%	Gains on policy-support expectations and stable data.
CAC 40 (France)	8,106.11	-0.24%	Soft close after recent run-up; focus on eurozone inflation.
FTSE 100 (UK)	9,706.62	-0.15%	Slight dip as commodities and defensives weighed.
DAX (Germany)	23,601.89	-0.97%	Underperformance amid growth concerns and profit-taking.
Taiwan Weighted	27,438.66	-1.28%	Tech-heavy index corrected after strong prior gains.

Overall, global sentiment was cautious as markets weighed softer European inflation, US Fed-cut expectations, and mixed Asia performance. Developed Europe turned lower after recent strength, while Asia ex-Japan was mixed, with China and Hong Kong outperforming but Taiwan under pressure.

Indian indices and sectors

Indian benchmarks ended almost flat after hitting or hovering near record highs, reflecting intraday profit-taking and FII selling against continued domestic buying. Broader markets (midcap and smallcap) also closed marginally negative, signalling a pause rather than a trend reversal.

Index / Segment	Close (01-12-2025)	Move	Day’s takeaway
Nifty 50	26,175.75	-27 pts	Flat-to-negative close; resistance near recent peak.
BSE Sensex	85,706.67	-13.71 pts	Tiny dip after early gains; range-bound session.
Nifty Bank	~59,681	-0.12%	Opened gap-up, later cooled off but held higher zone.
BSE Mid Cap	Slightly negative	-0.04%	Mild profit booking in broader names.
BSE Small Cap	Slightly negative	-0.13%	Risk sentiment moderated at the small-cap end.

(Sensex close rounded; intra-day snapshot values around 85,641–85,706.)

Sectorally, auto, FMCG, and healthcare outperformed while oil & gas, telecom, energy, realty, and healthcare-related names showed weakness as traders booked profits in recent outperformers. Market breadth and sector rotation indicate a healthy consolidation phase rather than broad risk-off. ​

Indian stocks highlights

Stock-specific action on 1 December 2025 was dominated by autos and select largecaps, with some high-beta names correcting from highs. Representative movers are summarised below (illustrative, focused on notable index constituents and widely tracked names).

Stock (NSE)	Approx close	Day move	Key note
M&M	Higher	+2%	Strong buying in autos; among top Sensex gainers.
Sun Pharma	Higher	+1%	Defensive plus pharma interest; steady uptrend.
Kotak Mahindra Bank	Higher	+0.8%	Support from financials; aids index resilience.
TMPV / Maruti	Higher	+2%	Auto names among top Nifty gainers, signalling sector strength. ​
Max Healthcare	Lower	Weak	One of the top laggards, dragging healthcare.
Indigo	Lower	Weak	Under pressure amid profit-taking in travel/aviation.
Airtel	Lower	-0.7%	Selling in telecom; weighed on Sensex.
Power Grid	Lower	-1.3%	Profit booking in utilities / high dividend plays.

The day’s stock action underscores rotation into autos and select pharma while some prior winners in healthcare, telecom, and utilities faced supply at higher levels. For traders, leadership in autos and steady financials kept downside limited despite global cues and FII outflows.

FII & DII activity (cash market)

Institutional flows on 1 December 2025 showed continued selling by FIIs and strong counter-buying from DIIs in the cash segment. This tug-of-war helped indices hold near new highs despite global softness.

Participant	Gross Buy (₹ Cr)	Gross Sell (₹ Cr)		Net (₹ Cr)	Takeaway
FII / FPI	8,979.40	10,150.71		-1,171.31	FIIs were net sellers, locking in profits after the recent rally.
DII	13,024.65	10,465.72		+2,558.93	DIIs remained strong net buyers, providing key downside support.

NSE’s detailed capital-market report shows similar trends, with FII/FPI reporting net outflows of roughly ₹1,140 crore and DIIs net inflows above ₹2,000 crore on the day. Persistent domestic institutional buying continues to absorb foreign selling and underpins India’s outperformance within EM peers.

Macro events and day’s importance

1 December 2025 opened the new month with markets reacting to strong India Q2 FY26 GDP data and evolving global macro signals. European inflation prints remained soft, reinforcing expectations that the ECB will stay on hold, while US markets still priced in potential 2026 Fed cuts, contributing to global volatility.

For India, the day was important because:

• Benchmarks held near record highs despite global risk-off, highlighting domestic strength and robust DII support.
• Sector rotation into autos, pharma, and select financials signalled healthy consolidation rather than a change in medium-term trend.

The combination of strong GDP, stable earnings expectations, and still-supportive flows from domestic institutions kept India relatively insulated compared with some global peers.

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