On 6th October, Indian markets opened with a positive sentiment. NIFTY and SENSEX were up by 0.09% and 0.08%, respectively, trading at 24,916.55 and 81,274.79 in the pre-trading session.Global cuesThe Asian markets traded with a mixed trend, reflecting both optimism about exports and concerns about regulations.The U.S. markets were traded in green, ahead of strong corporate earnings and gains in heavyweight stocks.Gift NiftyOn October 6, 2025, the GIFT Nifty was in the green, driven by positive sentiment in banking and IT stocks.Asian Markets ASIAN MARKETSLTPPrev closeChangeGIFT NIFTY24,956.5024,944.000.05%Nikkei 22547,835.3645,769.504.51%Hang Seng26,905.4827,140.92-0.87%Taiwan26,761.0626,761.060.00%KOSPI3,549.213,549.210.00% The Nikkei 225 gained due to a sharp rally driven by optimism in export-oriented and tech stocks.Hang Seng declined due to mixed sectoral performance and selling pressure in heavily weighted stocks over regulatory concerns.Taiwan and the KOSPI remained flat, awaiting the release of primary economic data.US & European Markets US MARKETSLTPPrev closeChangeDOW JONES46,758.2846,540.730.51%S&P 5006,796.506,713.000.30%Nasdaq23,016.7522,917.000.44% The Dow Jones gained on strong corporate earnings from industrial stocks, such as Boeing, and financial stocks, including JPMorgan and Goldman Sachs. Favorable credit outlook and optimism about infrastructure spending were also the drivers for this positive momentum. The S&P 500 experienced a moderate gain, driven by tech and consumer discretionary stocks such as Microsoft, Apple, and Amazon, amid optimism surrounding earnings. Nasdaq traded in the green as tech stocks, including NVIDIA, Alphabet, and Meta, gained momentum from strong earnings forecasts and AI-related optimism. EU MARKETSLTPPrev closeChangeFTSE9,491.259,355.730.67%CAC8,081.548,056.630.31%DAX24,378.8024,422.56-0.18% The FTSE rose due to the UK’s economic growth of 0.3% in Q2 2025, as well as gains in finance and energy stocks, including BP, Shell, and HSBC.CAC gained momentum driven by stocks from consumer and luxury goods companies.DAX dipped under pressure due to weak industrial and manufacturing data.Commodities COMMODITIESLTP ($)Prev closeChangeBRENT CRUDE65.430064.53001.38%GOLD3,921.10003,886.55000.88%CRUDE OIL61.760060.88001.42%NATURAL GAS3.68403.55403.53%SILVER48.266047.99000.57% Crude oil prices rose due to ongoing geopolitical tensions in oil-producing nations and stronger demands from China.Precious metals, such as gold and silver, rose after the cautious Fed outlook, as investors shifted towards safer assets amid global uncertainty.Natural gas prices increased due to lower U.S. inventories and supply tightness.Currency Movements CURRENCYLTPPrev closeChangeDOLLAR INDEX98.030097.7200-0.32%USD/INR88.775088.7000-0.08%GBP/INR119.4497119.72500.23%EUR/INR104.2100104.0939-0.11% On October 6, the Dollar strengthened against the rupee due to stronger U.S. economic data and a hawkish tone from some Fed officials.GBP/INR weakened, reacting to softer UK macroeconomic data and cautious BoE commentary, while EUR/INR strengthened against INR, reflecting stable Eurozone inflation data.Sectors to watchBanking & Financials: Banking and Financial stocks will be in focus today after banks like HDFC and Yes Bank reported decent loan growth and strong liquidity in the recent quarter.Metals: Due to rising global metal prices, reduced supply, and steady demand, the metal stock will remain in focus.Automobile: After reporting healthy sales figures and exceeding expectations for the upcoming festive season, the automobile sector is expected to see momentum.Stocks to watchHDFC Bank: HDFC Bank reported a 9% growth in its loan book to ₹27.9 lakh crore in the Q2FY26.Vodafone Idea: Vodafone Idea announced Tejas Mehta as the new CFO of the company. Hindustan Zinc: Hindustan Zinc reported mined metal production at 258 kt, reflecting a 1% YoY growth but a 3% decline sequentially for Q2FY26.Bajaj Finance: For the September quarter, Bajaj Finance reported a 24% YoY growth in Assets Under Management (AUM) at ₹4,62,250 crore.FII and DII Inflows - 3rd October 2025 CategoryBuy ValueSell ValueNet ValueDII14,005.3913,515.63489.76FII/FPI 16,898.7818,482.15-1,583.37 (The above numbers are in ₹ Cr)On 3rd October, the net outflows were ₹1,093.61 crores. DII emerged as a buyer to cushion the fall, driven by the positive outlook on India’s growth and upcoming festive demand. Meanwhile, FIIs offloaded due to risk aversion in Indian equities amid a strong U.S. dollar, caution ahead of U.S. Fed commentary, and weak global risk sentiment.Global Events & UpdatesOn October 6, the HSBC Composite PMI India will be released.The S&P Global Construction PMI data for the UK for the month of September will be out today.The Mexico Consumer Confidence data for September is set to be released today. Things to look out forJapan’s Unemployment rate rose to 2.6% in August, indicating a slight loosening of the labor market.The S&P Global UK Composite PMI fell sharply to 50.1 in September 2025, signalling stagnant private sector activity. References:Stocks to watch: HDFC Bank, Vedanta, Yes Bank, Tata Steel, Vodafone Idea among shares in focus todayEconomic CalendarJapan’s jobless rate edges up to highest in over a yearUnited Kingdom Composite PMI