
As the calendar turns to November 2025, investors are eyeing a set of crucial macro and market developments that could shape near-term sentiment in Indian equities.
The reduction in GST rates has been a significant sentiment booster for the automobile sector during the ongoing festive season.
Passenger vehicles led the charge in September with high single digit growth in domestic wholesales, reflecting strong consumer demand. Two wheelers, however, displayed a mixed growth pattern as rural recovery remains uneven.
October’s auto sales figures, set to be released starting November 1, will be closely monitored to gauge the sustainability of festive demand momentum and the broader recovery in discretionary spending.
The primary market continues to remain active, with several notable listings lined up in the first week of November:
Several key IPOs are set to make their debut in the first week of November, adding to the market’s excitement. Lenskart Solutions Ltd, Studds Accessories Ltd and Orkla India Ltd are few among the many that will be listed in November.
India’s retail inflation eased to an eight-year low of 1.54% in September, primarily due to moderation in food prices. The next set of inflation data for October will be released around November 12–13, offering fresh insights into price stability and potential monetary policy moves.
On the global front, trade negotiations between the US and India remain a key area of focus. US President Donald Trump recently stated that a “trade deal with India will happen soon,” signalling progress toward a new framework agreement.
Read More: Trump Announces 100% Tariff on China and Export Curbs on Tech From November 1, 2025.
November 2025 is poised to be a pivotal month for Indian markets as investors track auto sales data, IPO activity, inflation readings, and trade talks. With domestic macro stability and easing inflation, the outlook remains constructive, though external factors like global trade developments could influence near term volatility.
Staying attuned to these evolving trends will be crucial for investors aiming to navigate opportunities and risks effectively in the weeks ahead.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Investments in the securities market are subject to market risks. Read all the related documents carefully before investing.
Published on: Nov 2, 2025, 11:30 AM IST

Neha Dubey
Neha Dubey is a Content Analyst with 3 years of experience in financial journalism, having written for a leading newswire agency and multiple newspapers. At Angel One, she creates daily content on finance and the economy. Neha holds a degree in Economics and a Master’s in Journalism.
Know MoreWe're Live on WhatsApp! Join our channel for market insights & updates