Stock market today: Nifty50 and BSE Sensex, the Indian equity benchmark indices, opened in green on Monday. While Nifty50 was above 26,050, BSE Sensex was above 85,000. At 9:17 AM, Nifty50 was trading at 26,074.75, up 18 points or 0.069%. BSE Sensex was at 85,082.51, up 41 points or 0.048%.Stock markets are likely to see increased volatility in this week as calendar year 2025 ends and a new year begins, coinciding with the December derivatives expiry. Investors will closely track a string of domestic data releases, including November industrial production numbers, government budget value figures, external debt data and the final HSBC Manufacturing PMI reading, which are expected to guide near term sentiment.Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited says, “The standout feature of 2025 has been India’s stark underperformance compared to most developed and emerging markets. This underperformance is set to change in 2026 supported by solid fundamentals: India’s macros are in Goldilocks setting with robust economic growth and stable financial construct. The more important factor from the market perspective-earnings growth- is set to recover from Q3 FY26 onwards.” “Even though these are favourable factors, these are not sufficient to trigger a rally soon. A strong rebound in the market needs a trigger like a US- India trade deal with favourable thrills for India. There is no clarity yet on when this will happen. Therefore, a consolidation phase is likely in the near-term, and investors can utilise this consolidation phase to slowly accumulate high quality stocks giving priority to largecaps.”Global markets provided mixed cues in thin holiday trade. World stocks are hovering close to their record highs. Silver prices briefly touched a fresh peak before paring gains as lower liquidity amplified price swings. Oil prices moved up in early Asian trade on concerns over Middle East tensions that raised fears of potential supply disruptions. However, uncertainty surrounding the Russia-Ukraine war continued to cap gains and keep traders cautious.Precious metals saw renewed interest, with silver rising above $80 an ounce on Monday, supported by supply constraints, robust industrial demand and expectations of additional US Federal Reserve rate cuts. Platinum also touched a record high during the session before easing.On the domestic institutional front, foreign portfolio investors remained sellers, offloading shares worth Rs 318 crore on Friday. Domestic institutional investors, in contrast, provided support to the market with net purchases of Rs 1,772 crore.(Disclaimer: Recommendations and views on the stock market, other asset classes or personal finance management tips given by experts are their own. These opinions do not represent the views of The Times of India)
