The Indian stock market started Friday morning with strong gains, with both the Sensex and Nifty leading the charge. This positive movement follows a record-breaking rally in global markets and a sharp rise in gold and silver prices. Buyers are back in control after a brief pause, and with good news coming from both the US markets and the commodities sector, the Sensex and Nifty look set to end the week on a high note.
The Opening Setup
Market benchmarks opened firmly in the green, confirming early optimistic trends. At the opening bell, the Nifty 50 index started the session in positive territory, trading at 25,980.55, up by 82.00 points or 0.32 percent as of 09:15 AM. Simultaneously, the BSE Sensex opened firmly in the green, trading at 85,108.90, up by 290.77 points or 0.34 percent as of 09:16 AM on December 12, 2025.
Earlier, indications from the GIFT Nifty had suggested this strong start, trading with a premium of over 100 points. This optimism follows a solid performance on Wall Street, where US futures pushed higher and cash markets hit record peaks. The S&P 500 and Dow Jones Industrial Average closed at all-time highs, driven by a rotation out of the crowded AI trade and into the broader market, sparked by movements in Oracle stock.
(Source: NSE, BSE, Livemint)
Institutional Flows and Market Wealth
Domestic confidence remains high. On December 11, Domestic Institutional Investors (DIIs) were net buyers, purchasing equities worth over ₹3,700 crore. This buying spree contributed to a massive surge in investor wealth, which rose by nearly ₹2.6 lakh crore in a single session. The total market capitalisation of BSE-listed firms now stands at a staggering ₹466.6 lakh crore.
(Source: CNBC TV-18)
Commodity Corner: The Glittering Rally
It is a historic morning for the commodity markets, with precious and industrial metals breaking records as Treasury yields decline and the Dollar index hits an 8-week low (down 9 percent YTD).
- Gold: Prices surged 1.5 percent overnight to cross $4,270, with domestic prices in India hitting fresh record highs.
- Silver: The metal outshone gold, jumping 4 percent overnight to a record $64.32 an ounce. Silver prices are now up 120 percent year-to-date.
- Copper: Industrial demand pushed copper to a new record of $11,800 a ton (up 36 percent YTD).
- Crude Oil: Conversely, oil prices dipped 2 percent, hovering near a 7-week low amidst rising output from OPEC+.
(Source: CNBC TV-18, livemint)
Stocks to Watch
Investors will be tracking a flurry of news-driven stocks today.
Tata Group in Focus
- Tata Power: The company has received a Letter of Intent from REC Ltd for the Jejuri Hinjewadi Power Transmission project. Additionally, it secured a ₹156 crore order from REC Power Development & Consultancy.
- Tata Steel: The steel major plans to expand its NINL capacity by 4.8 MTPA (Million Tonnes Per Annum), with commissioning targeted by FY30.
Pharma and Healthcare
- Piramal Pharma: The stock is in the spotlight after the US FDA completed a GMP inspection of its Lexington, Kentucky facility. The regulator issued a Form 483 with four observations, which the company expects to be classified as VAI (Voluntary Action Indicated):a status that typically avoids mandatory regulatory action.
Corporate Action and Deals
- Infosys: The IT giant has completed its share buyback, extinguishing 10 crore equity shares. Separately, the Shibulal family has offloaded a portion of their stake. Shreyas Shibulal sold shares worth ₹317 crore, and Bhairavi Madhusudhan Shibulal sold shares worth ₹86.21 crore.
- Adani Power: Expanding its footprint, Adani Power is exploring projects in South Asia and has signed an MoU for a 500 MW hydropower project in Bhutan with Druk Green Power.
- Honasa Consumer: The company is set to acquire a 95 percent stake in BVPL for ₹195 crore.
- Cyient: Has acquired an Abu Dhabi-based tech consulting and digital services firm.
Order Bagging Spree
- NBCC: Secured orders worth nearly ₹300 crore, including a substantial ₹256 crore contract from NALCO.
- Astra Microwave: Won a ₹171 crore order from the Indian Meteorological Department.
- Dynacons Systems: Bagged a ₹75 crore order from J&K Bank.
Metal Movers
- Hindustan Zinc: With zinc at a 2-month high and silver surging, the stock is expected to react positively.
- Vedanta: Declared the successful bidder for the Genjana Nickel, Chromium & PGE Block.
Other Key Updates
- Uflex: First Water Fund has increased its stake in the company, picking up additional shares worth ₹25.07 crore.
- Broadcom: Despite beating earnings estimates and forecasting a doubling of AI chip sales, the stock fell 5 percent in post-market trading.
SME Listings
Keep an eye on the SME segment as Methodhub Software, Encompass Design India, and Flywings Simulator Training Centre make their moves in the primary market.
(Source: Moneycontrol, CNBC TV-18, livemint)
The Bottom Line
The final trading day of the week has brought a fresh wave of optimism to Dalal Street. With global markets providing a strong tailwind and commodities rallying to fresh peaks, the bulls are firmly in the driver’s seat.
While specific stocks like Tata Power and Piramal Pharma might see heightened activity due to positive news flows, the broader market sentiment remains buoyed by robust institutional buying. Investors will now watch closely to see if this early momentum can sustain through the day to close the week on a definitive high.
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