Market Outlook Blog – 24 December 2025

Global Cues, Sectoral Opportunities & Trading View Global Market Overview Global markets witnessed strong momentum as the US markets closed at record highs after better-than-expected Q3 GDP growth of 4.3%, the fastest pace in two years. This data boosted risk sentiment across global equities. Due to the Christmas holiday, most global markets were either closed or partially operational. The US and UK markets operated on a half-day basis, while Asian markets opened on a positive note following Wall Street’s rally. Key Global Highlights: S&P 500 and Nasdaq closed at record highs Asian markets opened higher European indices also touched fresh highs Gift Nifty trading around 0.1% higher, indicating a mildly positive opening for Indian markets Commodity Update Gold surged to a fresh record above $4,500/oz, supported by geopolitical tensions and expectations of US rate cuts Silver prices hit record highs, boosting sentiment for precious metal stocks Copper prices are trading near all-time highs, signaling strong industrial demand Brent crude moved above $62/bbl, balancing geopolitical risks and inventory build-up Domestic Market Outlook Indian equities are expected to open on a positive note, supported by global cues. However, trading activity may remain range-bound due to low institutional participation during the holiday season. From a medium- to long-term perspective, current market levels offer attractive entry opportunities supported by: Domestic GDP growth above 7% Inflation easing below 3% Stable crude prices Strong auto sales Supportive government and RBI policies RBI & Liquidity Boost The RBI announced liquidity infusion through: ₹2 lakh crore via Open Market Operations (OMO) USD-INR swap worth approximately $32 billion This is expected to be positive for banking and financial stocks, improving system liquidity. Sector-wise Market Focus 🚗 Auto Sector Positive sentiment after price hike announcements in the passenger vehicle segment Rising demand and festive season spillover support outlook Sector View: Positive 🏦 Banking & Financials RBI liquidity infusion via OMO and USD-INR swap Easing interest rates on select retail loans by PSU banks Sector View: Positive 🏗️ Cement Sector Cement production grew 14.5% in November 2025, the fastest among core sectors Strong infrastructure and housing demand Sector View: Positive 🚆 Railways & Infrastructure Passenger fare hikes and new EPC orders Strong order inflows and execution visibility Sector View: Positive ⛏️ Metals & Mining Strength in global metal prices Record highs in silver and strong copper prices Positive outlook for base and precious metal producers Sector View: Positive 🍬 Sugar Sector Sugar prices moved to a 1-month high Tight supply expectations supporting prices Sector View: Positive 💊 Pharmaceuticals & Healthcare US FDA approvals and clean inspection reports Strategic licensing and global expansion deals Sector View: Positive 🔋 Renewable Energy & Power Strong EPC orders in solar, wind, and energy infrastructure Government focus on clean energy transition Sector View: Positive Technical View Nifty 50 Trend remains positive with higher highs and higher lows Holding above 26,150 is crucial for upside toward 26,250 – 26,325 Support seen at 26,050 and 25,950 Bank Nifty Consolidation phase continues Holding above 59,250 may lead to upside toward 59,500 – 59,750 Support at 59,000 – 58,750 Market Activity Snapshot (Previous Session) Nifty closed flat near 26,177 Mid and small caps outperformed FIIs: Net sellers DIIs: Net buyers Key gainers: Railways, Metals, Cement Key Corporate Developments (Sector-wise Summary) Aviation & Retail: Expansion into overseas manufacturing and joint ventures Pharma: Global rights acquisitions, FDA approvals, biosimilar launches Infrastructure: Large EPC orders in roads, rail, solar, and power Energy: Renewable capacity additions and greenfield projects Banking: Capital raising, rate cuts, and stake sale progress Overall corporate activity remains growth-oriented and supportive for equities. Events to Watch Today Cabinet meeting at 11:00 AM RBI to announce details of bond purchases via OMO Sensex weekly expiry Conclusion Despite the holiday-shortened week, the broader market structure remains positive. Liquidity support from the RBI, strong global cues, robust domestic growth indicators, and improving sectoral fundamentals continue to support the buy-on-dips strategy, especially for long-term investors targeting 2026. ⚠️ Disclaimer This blog is prepared solely for educational and informational purposes. We are not SEBI registered investment advisors or research analysts. The views expressed are personal opinions based on publicly available information and market observations. Investments in securities markets are subject to market risks. Readers are advised to consult their financial advisor before making any investment decisions