Fed Cut Triggers Market Rebound, 10 Stocks in Focus

By siliconindia  |  Friday, 12 December 2025, 10:16:53 AM IST

Fed Cut Triggers Market Rebound, 10 Stocks in Focus
  • Fed rate cut sparks a strong market rebound, adding Rs 2.6 lakh crore in investor wealth.
  • Sensex and Nifty jump as sentiment improves, auto and IT stocks see renewed traction.
  • 10 major stocks including Tata Power, Infosys, Piramal Pharma, and Honasa move into sharp focus for today’s trade.
The Indian stock market bounced back strongly on Thursday, December 11, ending its three-day losing streak with solid gains. The recovery came after the U.S. Federal Reserve cut interest rates by 25 basis points and signalled one more rate reduction in 2026. Boosted by positive global cues, the Sensex jumped 427 points to close at 84,818.13, while the Nifty 50 rose 141 points to settle at 25,898.55.
Investor confidence also improved sharply, adding nearly Rs 2.6 lakh crore to overall market wealth in a single session. The total market capitalisation of companies listed on the BSE increased to Rs 466.6 lakh crore, rising from Rs 464 lakh crore the previous day.
Vinod Nair, Head of Research at Geojit Financial Services, said the rebound was driven by the Fed’s expected rate cut amid high U.S. inflation. The falling U.S. 10-year bond yields signalled lower chances of aggressive FII outflows, giving investors more comfort. He added that auto stocks gained on hopes of strong demand, while IT stocks showed improvement on expectations of higher spending from global clients. However, broader Asian markets remained cautious due to concerns over stretched AI valuations and rising Japanese bond yields.
Stocks to Watch Today
Tata Power
Tata Power is in focus after the company received a letter of intent from REC Ltd for the acquisition of Jejuri Hinjewadi Power Transmission, a special purpose vehicle. The project will be developed on a Build-Own-Operate-Transfer basis and includes a 115 km double-circuit 400 kV transmission line along with upgrades at substations in Jejuri and Hinjewadi. The project aims to deliver transmission services for the next 35 years.
Infosys
Infosys announced the completion of its share buyback program and the extinguishment of 10 crore equity shares. Meanwhile, major insider share sales also took place. Shreyas Shibulal, son of co-founder S.D. Shibulal, sold 19.92 lakh shares for Rs 317 crore, reducing his stake to 0.44%. Bhairavi Madhusudhan Shibulal sold 5.42 lakh shares worth Rs 86.21 crore, cutting her shareholding to 0.12%.
Adani Power
Adani Power has started exploring new thermal and hydro power opportunities across South Asia. This aligns with the company’s expansion into nuclear and international hydropower. Recently, it signed an MoU with Bhutan’s Druk Green Power Corporation for a 500 MW hydropower project through a 50:50 joint venture.
Piramal Pharma
Piramal Pharma announced that the U.S. FDA has issued a Form 483 with four observations following a routine inspection at its Lexington, Kentucky facility. The company expects the observations to fall under the VAI (Voluntary Action Indicated) category, meaning no mandatory regulatory action is needed.
Firstsource Solutions
Firstsource Solutions completed the acquisition of UK-based Pastdue Credit Solutions Limited through its subsidiary FSL UK. The deal, cleared on December 11, follows an agreement signed in July for the complete takeover of the debt collections firm.
Honasa Consumer
The parent company of brands like Mamaearth and The Derma Co has entered the men’s grooming category by acquiring Reginald Men and its parent BTM Ventures for ₹195 crore. This move expands Honasa’s portfolio into a fast-growing segment.
Kansai Nerolac Paints
The company’s board has approved the sale of its entire 60% stake in Kansai Paints Lanka to Sri Lankan entity Atire.
Rama Steel Tubes
Rama Steel Tubes has green-lit a joint acquisition of UAE-based Automech Group Holding for AED 296 million (around Rs 728 crore).
Vedanta
Vedanta has been declared the successful bidder for the Genjana nickel, chromium and PGE block under the government’s Critical Mineral Auctions.
Astra Microwave Products
Astra Microwave has secured a Rs 171.38 crore order from the India Meteorological Department for six advanced Doppler weather radars, along with system support and long-term maintenance.

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