Stock Market Today (3:30 PM) — Friday, December 19th 2025

Hints of another quarter-point rate cut from the Federal Reserve lifts animal spirits at Dalal Street.

Benchmark Indices at 3:30 PM
NIFTY (+151, 25966)
SENSEX (+448, 84929)
BANK NIFTY (+156, 59069)

# Nifty buyers stepped in with bargain hunting conviction, driving the benchmark to close near the day’s highs.

# The 2-key positive catalyst:

1) The annual inflation rate in the US came in at 2.7% in December 2025, the lowest since July, below forecast of 3.1% and 3% reported for September.

2) Wall Street zoomed higher in overnight trade as the street shrugged-off AI Sell-off.

# Well, the good news is that another quarter-point rate cut from the Federal Reserve could be on the table as soon as January.

Well, a lower US policy rate typically improves global risk appetite. For emerging markets like India, this means stronger foreign inflow potential, a healthier rupee, and better liquidity. The improved US growth outlook also supports export-oriented sectors, especially IT, adding further tailwinds.

Ideally, when US rates fall, global investors rotate capital toward higher-yielding markets — making India a natural beneficiary.

# Japan Raises Policy Rate to Highest Since 1995

The Bank of Japan unanimously raised its key short-term interest rate by 25bps to 0.75% at its December meeting, the highest level since September 1995 and in line with consensus.

The move marked its second rate hike this year after a similar increase in January, with policymakers signaling further tightening if the outlook outlined in October materializes.

# Impact on Indian Stock Markets:

1) Short-term volatility likely: FPIs may turn selective as Japan becomes a relatively more attractive bond market.

2) Possible FII outflows: Higher Japanese yields can divert some global capital away from emerging markets like India.

3) INR under watch: Any rise in dollar demand due to global risk-off moves could pressure the rupee.

Bottom-line: Nifty has a realistic chance of closing above the 26,000 mark with an interweek perspective.

# Adv-Dec 42—08
# INDIA VIX 9.52 (-1.96%)
# NIFTY PCR (23rd DEC) 1.10
# NIFTY PCR (30th DEC) 1.08
# USD/INR Futures (DEC) (-0.65%, 89.75)

# SECTOR GAINERS:
NIFTY REALTY (+1.67%)
NIFTY AUTO (+1.23%)
NIFTY HEALTHCARE (+1.09%)

# SECTORS LOSERS
NONE

# TODAY’S MARKET RE-CAP:
1) Nifty (+0.58%) snaps its 4-day losing streak and now again in the vicinity of psychological 26000 mark.

The negative takeaway was that Nifty is still below its 21 DMA (25997). Nifty is however above its 50 DMA (25836) 100 DMA (25339). Nifty’s 200 DMA at 24801 mark.

2) Bank Nifty (+0.27%) ended with gains and was seen slightly under performing Nifty gains. Bank Nifty’s all-time-high continue to be at 60,114.05 mark.

3) The market breadth (41:09) was in favor of bulls.

4) Nifty Mid-cap (+0.62%) and Nifty Small-cap (+1.20%) inched up indicating a pause to recent selling.

5) Meanwhile, the benchmarks are now way below their recent new record highs:

26,325.80
Sensex: 86,159.02
Bank Nifty: 60,114.05

# Japan Raises Policy Rate to Highest Since 1995

The Bank of Japan unanimously raised its key short-term interest rate by 25bps to 0.75% at its December meeting, the highest level since September 1995 and in line with consensus.

The move marked its second rate hike this year after a similar increase in January, with policymakers signaling further tightening if the outlook outlined in October materializes.

# Impact on Indian Stock Markets:

1) Short-term volatility likely: FPIs may turn selective as Japan becomes a relatively more attractive bond market.

2) Possible FII outflows: Higher Japanese yields can divert some global capital away from emerging markets like India.

3) INR under watch: Any rise in dollar demand due to global risk-off moves could pressure the rupee.

# STOCKS IN SPOTLIGHT:

1) Vodafone Idea jumps 5.75% to ₹12 after its subsidiary raised ₹3,300 crore via non-convertible debentures, easing near-term funding stress. The proceeds will help meet parent-level obligations and support higher capex, while hopes of relief on AGR dues further lifted sentiment. The stock is now up over 46% in 2025 YTD.

2) Shriram Finance hits fresh record high, surges 3.74% on blockbuster MUFG deal
Shriram Finance soared 3.74% to end at ₹ 902, and also scaled a new all-time high of ₹910.80 after Japan’s MUFG agreed to acquire a 20% stake for ₹39,600 crore, marking one of the largest foreign investments in India’s NBFC space. The deal also gives MUFG the right to nominate two directors on Shriram Finance’s board, boosting long-term growth visibility and governance confidence.

(Source: liveMint, Moneycontrol, business Standard)

# BULLS OF THE DAY:
SHRIRAMFIN (+4.10%)
MAXHEALTH (+2.62%)
BEL (+2.49%)
TMPV (+2.43%)
POWERGRID (+2.05%)

# BEARS OF THE DAY:
HCLTECH (-1.18%)
HINDALCO (-0.34%)
KOTAKBANK (-0.23%)
JSWSTEEL (-0.20%)
ICICIBANK (-0.18%)

# STOCKS SCALING FRESH 52-WEEK HIGH:
ASHOKLEY (CMP 174.40) 52-week high at 174.58
CANFINHOME (CMP 931) 52-week high at ₹ 938.90
FEDERALBNK (CMP 268) 52-week high at ₹ 268.25
HINDALCO (CMP 853.75) 52-week high at 864.40
HINDCOPPER (CMP 387.50) 52-week high at 390.85
IDFCFIRSTB (CMP 84.31) 52-week high at 85
LAURUSLABS (CMP 1047.90) 52-week high at 1049
SHRIRAMFIN (CMP 905.10) 52-week high at 913.50
TITAN (CMP 3933.50) 52-week high at 3961.90

52 WEEK LOWS:
ACC (CMP 1754) 52 week low at 1747
PAGEIND (CMP 35770) 52-week low at 35310
RAYMOND (CMP 425.55) 52-week low at 422.65
UBL (CMP 1598.50) 52-week low at 1574.10.

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