The Indian Stock Market is set to open on a positive note this Thursday, November 6, 2025. If you’re tracking your portfolio closely, here’s everything you need to know before the opening bell. Gift Nifty is trading around 25,740 with a 32-point premium, signaling strong momentum for both Sensex and Nifty 50.
While we were off on Wednesday for Guru Nanak Jayanti, global markets delivered some exciting moves that will impact the Indian stock market today. From Asian market rallies to Wall Street’s tech surge, and major MSCI index changes – there’s a lot happening that could affect your holdings.
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What’s Setting Up Today’s Session – Indian Stock Market
Gift Nifty’s trading around 25,740 with about 32 points premium over Tuesday’s close. Now, we missed Wednesday’s action because of Guru Nanak Jayanti, which means there’s plenty of catching up to do with what happened globally.
The broader setup looks encouraging. Asian markets are up, Wall Street had a solid session, and there’s enough momentum building that could carry into our markets today.
- Gift Nifty Showing Early Strength
Here’s your first signal – Gift Nifty futures are trading with that 32-point premium I mentioned. Not massive, but definitely pointing toward a gap-up opening for both Sensex and Nifty 50.
Remember Tuesday? Nifty dropped 165 points to close at 25,597.65, and Sensex fell about 519 points. So this bounce could help recover some of that lost ground. Of course, Gift Nifty isn’t always the most reliable predictor, but when it’s backed by strong Asian market sentiment which we’re seeing today), you can give it more weight.
- Asian Markets Rallying Across the Board
While we were away, Asian markets put on quite a show:
Japan’s Nikkei jumped 1.13%, Topix added 0.98%, South Korea’s Kospi climbed 1.15%, and their tech-heavy Kosdaq surged 2.01%. Even Hong Kong’s Hang Seng futures are indicating a positive opening.
This kind of broad-based strength across Asia usually means something’s shifted in how investors are feeling about risk. And that shift is coming from what happened in US markets overnight.
- Wall Street’s Strong Performance Sets the Tone
The American markets had a pretty solid session yesterday. Technology stocks led the rally, which always catches my attention because of how it affects sentiment for our IT sector.
Tesla rallied 4%, AMD gained 2.5%, and Amgen jumped nearly 8%. Even McDonald’s beat estimates and went up 2.2%, showing consumer demand is still holding up well. This kind of performance usually translates into improved risk appetite for emerging markets like ours.
- MSCI Index Changes Creating Opportunities
This one’s important if you’re actively managing your portfolio. The November MSCI India Index rejig just got announced, and it’s going to move some serious money around.
Getting Added:
- Fortis Healthcare
- Paytm One 97 Communications)
- GE Vernova T&D India
- Siemens Energy India
Getting Removed:
- Container Corporation of India
- Tata Elxsi
Why does this matter to you? When stocks enter the MSCI India Index, global funds tracking this benchmark have to buy them. We’re talking billions in passive flows that need to get deployed. The opposite happens for stocks getting deleted – funds need to sell.
Expect these six names to see unusual price action and higher volumes over the next few days. If you’re holding any of these, don’t be surprised by the volatility. It’s just institutional money doing its rebalancing dance.
- US Employment Data Surprises Positively
Here’s something many people overlook – US private payrolls data came in much stronger than expected. They added 42,000 jobs in October versus the 28,000 economists were expecting. September’s numbers also got revised upward.
Why should I care about American job numbers? you might ask. Fair question. Strong US employment means their economy isn’t heading toward recession anytime soon. That’s directly positive for Indian companies earning from US markets – think IT services, pharma exports, and manufacturing.
When America’s doing well, demand for Indian goods and services stays healthy. It’s that simple.
- Japan’s Economy Continues Performing Well
Japan’s services sector extended its growth streak with a PMI reading of 53.1 in October. That’s the seventh straight month above 50, which indicates expansion.
For us, this matters because Japan remains a major trading partner and investment source. Japanese institutional investors manage massive pools of capital, and when their domestic economy performs well, they typically have more to deploy in markets like India.
- Currency Markets Showing Interesting Moves
The dollar’s holding firm near multi-month highs – trading at 153.93 against the yen. Euro’s at $1.1495, and pound sterling is around $1.3054 after touching seven-month lows.
Why talk about forex in a stock market article? you’re probably wondering. Because currency movements ripple through to different sectors in our market. A stronger dollar generally pressures the rupee, which hurts importers but helps IT exporters who earn in dollars and report in rupees.
Watch how the rupee opens today. It’ll give you clues about which sectors might see more interest.
- Gold Stabilizing After Recent Rally
Gold’s steadied at $3,973 per ounce after jumping 1.2% in the previous session. What’s interesting here is that both gold and equities are showing strength together. Normally they move opposite to each other.
This tells me investors are staying optimistic about markets while still keeping their hedges in place. If you’re holding gold ETFs or sovereign gold bonds, you’re sitting on decent gains right now.
What I’m Watching Today – Indian Stock Market
I won’t tell you what to buy or sell – that’s your decision based on your own analysis and risk tolerance. But here’s what’s on my radar:
Sectors That Could Do Well:
- IT companies should benefit from Wall Street’s tech rally and dollar strength
- The four stocks entering MSCI will likely see buying pressure
- Export-focused businesses might attract interest given strong US data
Things to Keep in Mind:
- Q2 earnings season is still ongoing, and surprises can come from anywhere
- Global conditions can shift quickly
- Tuesday’s profit booking showed markets remain sensitive
Looking at the Broader Picture – Indian Stock Market
Siddhartha Khemka from Motilal Oswal mentioned that near-term direction depends on two factors – quarterly earnings and global macro developments.
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My Take on Today’s Setup – Indian Stock Market
Everything’s lining up positively – Gift Nifty’s premium, Asian market strength, Wall Street’s performance. The MSCI rejig adds another layer of interest with specific stocks likely seeing heightened activity.
That said, Tuesday ended with profit booking despite starting positive. This shows investors aren’t just blindly chasing rallies anymore. They’re being selective.
