Hindustan Zinc Rises on Global & Domestic Silver Price Surge; India’s Inflation Climbs to 0.71% in Nov & More

Dec 12, 2025

Hindustan Zinc (+7.46%): Stock rises after a four-day extended rally, hitting a 52-week high, supported by strong global and domestic silver price surges.
Aavas Financiers (+2%): Shares rose after CVC launched an open offer to acquire 26% stake worth ₹3,664 crore, boosting investor sentiment.
Gujarat Mineral Development Corp. (+5.22%): Stock moved higher after GMDC received Odisha coal mine clearances, citing Baitarni-West as the most value-accretive acquisition.
PNB Housing Finance(+4.10%): Appointed Ajai Kumar Shukla as MD & CEO for five years, bringing 30+ years’ housing finance experience following Girish Kousgi’s exit.

Metal | Nifty Metal (+2.63%): Sector rose as metal stocks like Hindustan Copper and Hindustan Zinc climbed up to 8% on China’s fiscal stimulus, weaker US dollar, and Fed rate-cut cues.
Realty | Nifty Realty (+1.53%): Sector advanced as key realty stocks rallied on regulatory approvals, supportive housing policies, and increased market interest, with all constituents trading in green.
FMCG | Nifty FMCG(-0.24%): Sector lost ground as profit-taking and weak investor sentiment hit major counters, leaving 12 draggers and 3 gainers in the index.
Media | Nifty Media(-0.05%): Sector showed mixed trends as select counters gained on positive ad revenues, offset by declines in lagging stocks due to profit-booking.

Technical Level: Nifty opened with a gap-up, saw consolidation in the morning session, then rebounded to make the day’s high, finding support at 25,940 and facing resistance near 26,060.
Advance-Decline Ratio: Market breadth stayed strong today, with 2,071 stocks advancing against 1,036 declining, indicating continued positive momentum across sectors.
The Big Picture: India’s inflation rose to 0.71% in November from 0.25%, driven by higher food and fuel prices. The RBI recently cut rates by 25 bps and expects FY26 inflation at 2%.
FII/DII Activity (Dec 11, 2025): Strong DII inflows of ₹3,796 crore offset FII outflows of ₹2,021 crore, helping stabilize the broader market.

IPO Corner: ICICI Prudential AMC’s IPO has opened for subscription, marking the month’s biggest issue. Interested investors can apply as demand is expected to be strong.
Macro: China’s Retail Sales YoY (Nov) and Canada’s Inflation Rate YoY (Nov) are scheduled for release next week.
Index Watch: Nifty opened with a gap-up today, marking a second consecutive green session. With the index reclaiming 26,000, it appears to be a potential reversal. The big question now is whether this momentum will continue next week or turn out to be a fake-out for investors.

Theme: Understanding Debt-to-Equity Ratio

Day 5: Friday

Today, let’s focus on how investors can use the debt-to-equity ratio to make informed decisions.

Compare within the industry: A D/E ratio should be compared with peers rather than in isolation. What’s high for one sector may be normal for another.
Assess risk vs. growth: High leverage can boost returns during growth periods but increases risk during downturns. Low leverage may indicate conservative management or limited growth ambitions.
Check debt quality: Look at short-term vs. long-term debt, interest rates, and repayment schedules. Secured and manageable debt is less risky.
Look at trends: Sudden jumps or drops in D/E ratio may reflect new loans, repayments, or capital raises. Understanding the reason is key.
Combine with other metrics: Use alongside profitability, cash flow, and liquidity ratios to get a complete picture of financial health.

Breakout: A breakout occurs when a stock or index moves decisively above resistance or below support with strong volume, signaling the start of a new trend or momentum shift.

👀 Stay tuned. Stay diversified.

Until next time,

Team Pocketful.

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