Indian equities could start the week on a cautiously hopeful tone. The Reserve Bank of India (RBI) cut the repo rate by 25 basis points to 5.25%, offering renewed support to growth and credit-sensitive sectors.
Meanwhile, the Federal Reserve-induced rally in global markets lifted risk sentiment abroad, further buoying emerging-market demand.
Back home, export-oriented and IT names rallied as the rupee plunged past Rs 90 to a fresh low — though some recovery to nearly Rs 89.90 on reports of RBI intervention offered modest relief. That said, persistent foreign-institutional outflows and currency volatility remain headwinds.
Given this backdrop, domestic cyclicals, rate-sensitive sectors and exporters could outperform, while investors should tread carefully around rupee-sensitive and import-heavy names.
In India, the M3 Money Supply for the week ended on November 28 would be announced on Wednesday (10 December 2025). Money Supply M3 in India decreased marginall to Rs 289,454 billion in the week ending November 14 from Rs 289,951 billion in the week ending October 31.
On Friday (12 December 2025), the Inflation Rate for the month of November would be announced. The consumer price inflation rate in India fell to 0.25% in October of 2025 from the downwardly revised 1.44% in the previous month, the lowest on record, and well below the market consensus of a softer slowdown to 0.48%. It was the ninth consecutive month that the inflation rate was below the Reserve Bank of India's 4% target.
The deposit growth data for the week ended on November 28 would be released on the same day. Deposit growth in India increased to 10.20 percent in the week ending November 14 from 9.70 percent two weeks before.
In the United States, the weekly ADP Employment data would be released on Tuesday (09 December 2025). The US private employers shed an average of 13,500 jobs per week in the four weeks ending 08 November 2025, a sharp increase from the 2,500 weekly decline recorded in the previous period.
Tuesday would also see the release of preliminary estimates for Nonfarm Productivity for the third quarter. Nonfarm business sector labor productivity in the US rose 3.3% in Q2 2025, rebounding from a 1.8% decline in the previous quarter. It marked the strongest advance since Q4 2023.
On Wednesday (10 December 2025), the API Crude Oil Stock Change for the week ended on 05 December 2025 would be unveiled. US crude oil inventories decreased by 2.48 million barrels in the week ending November 28th, 2025, following a 1.9 million-barrel draw the previous week. This marked the second straight weekly decline in inventories.
The Employment Cost Index figures for the third quarter would also be released on Wednesday. Compensation costs for civilian workers in the United States increased 0.9% in Q2 2025, the same as in the previous period.
On Thursday (11 December 2025), the US Fed would announce its latest interest rate decision. Several Federal Reserve officials favored lowering the target range for the federal funds rate in October, though many could have supported leaving rates unchanged, and some opposed a reduction, minutes from the last FOMC meeting showed.
The US Government would release its Monthly Budget Statement for November 2025 on Thursday. The US government recorded a $284.4 billion budget deficit in October 2025, compared with a $257.5 billion deficit in the same month a year earlier.
Lastly, the Balance of Trade figures for the month of September would also be made public on the same day. The US trade deficit narrowed to $59.6 billion in August 2025 from $78.2 billion in July, compared to forecasts of a $61 billion gap.
In China, the Balance of Trade data for November 2025 would be unveiled on Monday (08 December 2025). China's trade surplus came in at USD 90.07 billion in October, below the USD 95.72 billion recorded in the same month last year. It marked the smallest trade surplus since February, as exports unexpectedly fell while imports rose.
On Wednesday (10 December 2025), the Inflation Rate for November 2025 would be announced. China’s consumer prices rose 0.2% yoy in October 2025, rebounding from a 0.3% decline in the prior month. It was the first increase in consumer inflation since June and the fastest pace since January.
The latest reading for the producer prices inflation would also be released on the same day. China’s producer prices declined 2.1% YoY in October 2025, slowing slightly from a 2.3% drop in the previous month and marking the softest decrease since August 2024, though extending their contraction for the 37th consecutive month.
On Friday (12 December 2025), the New Yuan Loans data for November 2025 would be made public. New yuan loans in China dropped sharply to CNY 220 billion in October 2025, down from CNY 1290 billion in September and CNY 500 billion in the same month last year.