The Week That Was: Dec 1 to Dec 5, 2025
(A week where markets acted like they were sipping black coffee… until Friday, when RBI added sugar ๐)
The week kicked off on Dec 1 with the markets looking as confused as someone trying to find matching socks. Global cues were weak, domestic cues were weaker, and both Sensex (85,641.90) and Nifty (26,175.75) slipped a little after giving up their early-morning enthusiasm.
๐ Think of it as the indices saying, “We tried… then we got tired.” ๐ด
๐ Midweek Mood: Volatility on Parade
For most of the week, investors were busy squinting at screens, deciphering a mix of:
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shaky global data ๐
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a weakening rupee ๐ธ
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confusion about central banks ๐ฆ
Markets swung up and down like a kid on a sugar rush — entertaining for spectators, stressful for participants.
๐ Dec 5: RBI Enters Like a Superhero
Just when the markets needed an energy drink, the Reserve Bank of India showed up with a 25 bps policy rate cut on Dec 5.
✨ Boom. Rally mode activated. ๐
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Sensex jumped 447 points to 85,712.37
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Nifty surged 153 points to 26,186.45
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Rate-sensitive sectors such as financials, autos, and real estate suddenly remembered they know how to run ๐♂️๐จ
Investors: “Finally, some good news!”
Markets: “Say no more.”
๐งญ Large-caps: Steady. Small & Mid-caps: ‘Not today, please.’
Even though Friday brought cheer, the broader markets weren’t fully convinced.
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Large-caps held their ground like seasoned yogis ๐ง♂️
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Small- and mid-caps… well, they preferred to remain horizontal — underperforming through the week ๐ฌ
⭐ Big Themes & Market Drivers
๐ฆ 1. RBI Takes the Spotlight
The rate cut stole the show, lifting:
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Banks
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NBFCs
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Autos
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Realty
Basically, anything that likes cheap loans. ๐ฐ๐
๐ณ 2. Early-Week Caution
Investors held back thanks to:
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Rupee weakness ๐ช
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Soft manufacturing data ๐ญ
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Mixed global signals ๐คท♂️
This was the “I’m-not-sure-yet” phase of the week.
๐ 3. Ending on Hope
Friday’s policy boost shifted the mood from “meh” to “hmm… not bad!”
Renewed buying returned, especially in sectors sensitive to borrowing costs.
๐ Global & Macro Backdrop
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Global markets kept everyone on their toes with shifting expectations around central-bank actions.
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India’s rate cut stood in contrast to tighter global conditions, giving it a relative advantage.
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The rupee’s weakness, plus oil and commodity fluctuations, reminded investors not to get too excited.
So yes — cautious optimism with a side of volatility. ๐
๐ Top Gainers (Dec 1–5, 2025)
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Banks & NBFCs: Cheaper loans = happy financials.
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Autos: Car finance looks more attractive after the rate cut.
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Rate-sensitive sectors in general enjoyed a well-deserved Friday treat.
๐ Top Losers / Lagging Segments
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Small-cap & mid-cap stocks: Stayed under pressure despite Friday’s rally.
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Realty & select defensives: Some rotation away from non-cyclicals kept them subdued.
Basically: big players got the party invite, smaller ones… not so much. ๐ฅฒ
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