Money Times Talk (MTTs) – 7/12/25
December 7, 2025
2:11 pm
As per astrology view, some important turning dates are 8th, 11th, 16th, 19th, 24th, 26th and 31st December 2025.
As per astrology view, some important turning dates are 8th, 11th, 16th, 19th, 24th, 26th and 31st December 2025.
Data: FPIs held firm on shorts this settlement at 1.70 lakh contracts, close to the all-time high of 1.97 lakh. The key question is whether they push beyond 2 lakh contracts or start unwinding before that—this will set the next market tone.
Expert analyst expects a strong Q3 GDP as post–22nd September inventory clearance and heavy festive sales from Dussehra to Deepawali have boosted demand. With Q2 impacted by postponed sales and production rising sharply since late September, another upbeat GDP print for Q3 looks possible.
India PM Narendra Modi says the Government plans to open the nuclear sector for private participation—a big positive for HCC. HCC board also approved fund raising via rights issue up to Rs.1000 cr. Keep on radar.
20-20-20 (Sales Growth, Profit Growth, ROE above 20%): Adani Power, Bajaj Finserv, Eicher Motor, Mazagon Dock Shipbuilders, Polycab India, Solar Industries, Trent, TVS Motors, Varun Beverages.
As per market grapevine, Nifty, Sensex and BankNifty are at new all-time highs while portfolios sit near 52-week lows, signalling a clear mastermind game by big players and funds to manage headline indices and keep retail SIP flows steady, leaving investors frustrated despite record levels.
NIFTY OUTLOOK: 26033.75 FII -1944.19 cr DII 3661.05 cr
As discussed yesterday, market behaviour remained on expected lines. Nifty continued its bearish sentiment and slipped to our breakdown level, making a day low of 25938, defended the same, and rallied up to 26098. On closing, it settled near our level of 26035 with a close of 26033.75.
As discussed yesterday, market behaviour remained on expected lines. Nifty continued its bearish sentiment and slipped to our support of 25887 (made a day low of 25891) and on closing it settled near our level of 25983 i.e. closed at 25986.
1. FIIs net long 14.08%
2. PCR 0.69
3. VIX 11.21
4. FIIs sold 3207 cr, 2633.20 cr in index futures & 2592 cr in stock futures.
Directional selling totals 8433 cr — huge selling even after exceptional GDP data. As mentioned, the IMF report has nullified the numbers. FII selling is a concern now.
DIIs bought 4730.40 cr.
NIFTY OUTLOOK: 26032.20 FII -3642.30 cr DII 4645.94 cr
As discussed yesterday, market behaviour remained on expected lines. Selling pressure opened Nifty near our support of 26077 (opened at 26087.95) and it slipped to our level of 25979, making a day low of 25997.85.
1. FIIs net long is 15.59%
2. PCR is 0.72
3. VIX is 11.22 (-3.53%)
4. FIIs sold 3642 cr in cash, 2465 cr in index, and bought 3630 cr in index futures.
DIIs bought 4645 cr in cash.
NIFTY OUTLOOK: 26175.75 FII -1171.31 cr DII 2558.93 cr
As discussed yesterday, market behaviour remained on expected lines.
According to recent market updates, the primary market is gearing up for what could become one of its busiest weeks in 2025: a total of 13 fresh IPOs — across both mainboard and SME segments — are expected to open for subscription.
Luxury Time Ltd. — a distributor and retailer of Swiss luxury watches in India — has launched an SME-IPO to raise ₹18.74 crore.
Today marks the listing of Logiciel Solutions on the BSE-SME platform, following closure of its book-built IPO that ran from November 28 to December 2.
This week brings three very different IPOs to the markets: Meesho — a ₹5,421 crore e-commerce offering; Aequs — a ₹922 crore aerospace-manufacturing IPO; and Vidya Wires — a smaller, ₹300 crore industrial IPO focused on metal conductors.
Aequs, a relatively little-known precision-manufacturing firm, has launched a ₹922 crore initial public offering — timed to take advantage of what analysts say is a growing $3 billion-plus global demand for aerospace components.
Foreign portfolio investors (FPIs) maintained their preference for India’s primary market in November, injecting a net $1.3 billion (about ₹11,895 crore) into initial public offerings — their highest such monthly infusion in four months.
As part of its semi-annual reconstitution, BSE Index Services has announced a major overhaul of the BSE 500 index — 32 new stocks will be added, and an equal number removed — effective from December 22, 2025.
As markets resume trading this week, several domestic and global developments are likely to sway investor sentiment on Dalal Street.
Today (5 December 2025) marks a significant milestone for HUL as it formally separatres its ice-cream business into a new company — Kwality Wall’s (India) (KWIL) — by using the “record date” to lock in which shareholders will receive shares in the new entity.
A long-standing auto-ancillary player — once firmly rooted in traditional internal combustion engine (ICE) components — is now attempting a major course correction.
As equity markets gain momentum, analysts are pointing to a group of mid-cap stocks that carry robust “Strong Buy” or “Buy” recommendations — and may rally more than 25% over the next 12 months.
The Indian agro-chemical sector is facing headwinds — from global dumping pressures to volatile raw-material costs — but many analysts believe these challenges may mask a strong long-term opportunity.
Even though the Nifty has crossed the 26,000 mark and the BSE Sensex has crossed 86,000 — signalling overall market strength — many individual investors find their personal portfolios underperforming.
In the first week of December 2025, foreign institutional investors (FIIs) sold Indian equities worth ₹11,820 crore, continuing a string of heavy capital outflows this year.
India’s enormous household stockpile of gold — estimated at around US $3.8 trillion — now presents a potential alternative to foreign investment.
For the past six years, allegations against Indiabulls Housing Finance Ltd (IHFL) — and its former promoter Sameer Gehlaut — involving evergreening of loans, kickbacks, share-price manipulation and round-tripping of funds have repeatedly died down.
Google is rolling out a major update to its Search experience by combining its “AI Overview” summaries with a more interactive “AI Mode,” allowing users to ask follow-up questions directly from the search results and get deeper, conversational answers.
The CEO of Anthropic, Dario Amodei, has cautioned that massive investments in building ever-larger AI models carry significant risks — and that more spending doesn’t guarantee better outcomes.
As per astrology view, some important turning dates are 8th, 11th, 16th, 19th, 24th, 26th and 31st December 2025.
Data: FPIs held firm on shorts this settlement at 1.70 lakh contracts, close to the all-time high of 1.97 lakh. The key question is whether they push beyond 2 lakh contracts or start unwinding before that—this will set the next market tone.
Expert analyst expects a strong Q3 GDP as post–22nd September inventory clearance and heavy festive sales from Dussehra to Deepawali have boosted demand. With Q2 impacted by postponed sales and production rising sharply since late September, another upbeat GDP print for Q3 looks possible.
India PM Narendra Modi says the Government plans to open the nuclear sector for private participation—a big positive for HCC. HCC board also approved fund raising via rights issue up to Rs.1000 cr. Keep on radar.
20-20-20 (Sales Growth, Profit Growth, ROE above 20%): Adani Power, Bajaj Finserv, Eicher Motor, Mazagon Dock Shipbuilders, Polycab India, Solar Industries, Trent, TVS Motors, Varun Beverages.
As per market grapevine, Nifty, Sensex and BankNifty are at new all-time highs while portfolios sit near 52-week lows, signalling a clear mastermind game by big players and funds to manage headline indices and keep retail SIP flows steady, leaving investors frustrated despite record levels.
NIFTY OUTLOOK: 26033.75 FII -1944.19 cr DII 3661.05 cr
As discussed yesterday, market behaviour remained on expected lines. Nifty continued its bearish sentiment and slipped to our breakdown level, making a day low of 25938, defended the same, and rallied up to 26098. On closing, it settled near our level of 26035 with a close of 26033.75.
As discussed yesterday, market behaviour remained on expected lines. Nifty continued its bearish sentiment and slipped to our support of 25887 (made a day low of 25891) and on closing it settled near our level of 25983 i.e. closed at 25986.
1. FIIs net long 14.08%
2. PCR 0.69
3. VIX 11.21
4. FIIs sold 3207 cr, 2633.20 cr in index futures & 2592 cr in stock futures.
Directional selling totals 8433 cr — huge selling even after exceptional GDP data. As mentioned, the IMF report has nullified the numbers. FII selling is a concern now.
DIIs bought 4730.40 cr.
NIFTY OUTLOOK: 26032.20 FII -3642.30 cr DII 4645.94 cr
As discussed yesterday, market behaviour remained on expected lines. Selling pressure opened Nifty near our support of 26077 (opened at 26087.95) and it slipped to our level of 25979, making a day low of 25997.85.
1. FIIs net long is 15.59%
2. PCR is 0.72
3. VIX is 11.22 (-3.53%)
4. FIIs sold 3642 cr in cash, 2465 cr in index, and bought 3630 cr in index futures.
DIIs bought 4645 cr in cash.
NIFTY OUTLOOK: 26175.75 FII -1171.31 cr DII 2558.93 cr
As discussed yesterday, market behaviour remained on expected lines.
According to recent market updates, the primary market is gearing up for what could become one of its busiest weeks in 2025: a total of 13 fresh IPOs — across both mainboard and SME segments — are expected to open for subscription.
Luxury Time Ltd. — a distributor and retailer of Swiss luxury watches in India — has launched an SME-IPO to raise ₹18.74 crore.
Today marks the listing of Logiciel Solutions on the BSE-SME platform, following closure of its book-built IPO that ran from November 28 to December 2.
This week brings three very different IPOs to the markets: Meesho — a ₹5,421 crore e-commerce offering; Aequs — a ₹922 crore aerospace-manufacturing IPO; and Vidya Wires — a smaller, ₹300 crore industrial IPO focused on metal conductors.
Aequs, a relatively little-known precision-manufacturing firm, has launched a ₹922 crore initial public offering — timed to take advantage of what analysts say is a growing $3 billion-plus global demand for aerospace components.
Foreign portfolio investors (FPIs) maintained their preference for India’s primary market in November, injecting a net $1.3 billion (about ₹11,895 crore) into initial public offerings — their highest such monthly infusion in four months.
As part of its semi-annual reconstitution, BSE Index Services has announced a major overhaul of the BSE 500 index — 32 new stocks will be added, and an equal number removed — effective from December 22, 2025.
As markets resume trading this week, several domestic and global developments are likely to sway investor sentiment on Dalal Street.
Today (5 December 2025) marks a significant milestone for HUL as it formally separatres its ice-cream business into a new company — Kwality Wall’s (India) (KWIL) — by using the “record date” to lock in which shareholders will receive shares in the new entity.
A long-standing auto-ancillary player — once firmly rooted in traditional internal combustion engine (ICE) components — is now attempting a major course correction.
As equity markets gain momentum, analysts are pointing to a group of mid-cap stocks that carry robust “Strong Buy” or “Buy” recommendations — and may rally more than 25% over the next 12 months.
The Indian agro-chemical sector is facing headwinds — from global dumping pressures to volatile raw-material costs — but many analysts believe these challenges may mask a strong long-term opportunity.
Even though the Nifty has crossed the 26,000 mark and the BSE Sensex has crossed 86,000 — signalling overall market strength — many individual investors find their personal portfolios underperforming.
In the first week of December 2025, foreign institutional investors (FIIs) sold Indian equities worth ₹11,820 crore, continuing a string of heavy capital outflows this year.
India’s enormous household stockpile of gold — estimated at around US $3.8 trillion — now presents a potential alternative to foreign investment.
For the past six years, allegations against Indiabulls Housing Finance Ltd (IHFL) — and its former promoter Sameer Gehlaut — involving evergreening of loans, kickbacks, share-price manipulation and round-tripping of funds have repeatedly died down.
Google is rolling out a major update to its Search experience by combining its “AI Overview” summaries with a more interactive “AI Mode,” allowing users to ask follow-up questions directly from the search results and get deeper, conversational answers.
The CEO of Anthropic, Dario Amodei, has cautioned that massive investments in building ever-larger AI models carry significant risks — and that more spending doesn’t guarantee better outcomes.
For those of you who are serious about having more, doing more, giving more and being more, success is achievable with some understanding of what to do.
