The week ahead is expected to be event heavy for stock markets, with more macroeconomic data coming in, besides the central bank’s monetary panel slated to announce its decision on interest rate cut in its monetary policy meeting.
Analysts say all eyes will be peeled on not only trade-related global news and foreign investments flows, but also the Reserve Bank of India’s (RBI) monetary policy meeting from December 3-5, post which RBI Governor, Sanjay Malhotra, is expected to announce the panel’s decision on December 5.
India’s industrial production data for October 2025 will be released on December 1, an official statement said on Friday.
Ajit Mishra, SVP, Research, Religare Broking Ltd, said the heavy-data calendar week could bring with it volatility in trading.
“Domestic focus will be on monthly auto sales, followed by the release of HSBC manufacturing, services, and composite PMI readings.
The most crucial event will be the RBI’s monetary policy on December 5, where commentary on inflation, growth, and the rate-cut outlook will be closely tracked,” he said.
Also Read: Macroeconomic data, FDI flows key for stock markets this week
India’s economy grew at a higher-than-expected 8.2 per cent rate in the July-September period, as front-loading of production ahead of GST rates cut boosted consumption that helped offset the impact of steep US tariffs. While this too will impact markets’ opening on Monday, the November automobile sales data release on the day would also drive investors’ sentiments.
Pravesh Gour, Senior Technical Analyst at Swastika Investmart Ltd, said, “The RBI’s monetary policy decision on Friday, December 5, 2025, will be a crucial trigger for markets. Another important domestic indicator will be the release of November automobile sales data on December 1, 2025. These figures will offer valuable insight into festive-season demand and shifting rural and urban consumption trends.”
Last week, the BSE benchmark climbed 474.75 points or 0.55 per cent, and the Nifty went up by 134.8 points or 0.51 per cent. On Thursday, the Sensex hit a record high of 86,055.86, and the Nifty reached its lifetime peak of 26,310.45.
With markets already trading at elevated levels, the week ahead will determine whether equities can extend their winning streak and push into uncharted territory, Ponmudi R, CEO of Enrich Money, an online trading and wealth tech firm, said.
“On the domestic front, the RBI’s upcoming policy meeting will be the primary focus for market participants. November auto sales data from leading automobile manufacturers will also be closely watched, offering a real-time gauge of whether the post-GST demand recovery is sustaining. A strong set of numbers could further validate the improving macro backdrop and bolster investor sentiment,” he said.
Globally, attention will turn to the S&P manufacturing and services PMI readings for major economies, Ponmudi R added.
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