However, global headwinds-particularly the sell-off in US tech stocks and hawkish remarks from Federal Reserve officials-may continue to inject volatility into early trade.

Stock Market Outlook Today After NDA Won Bihar Election 2025

The market mood improved significantly on 14 November after the Nifty50 recovered over 150 points in the last 30 minutes, a sharp rebound that came as election trends confirmed a decisive NDA mandate. The index eventually ended with a gain of 31 points at 25,910 (+0.12%), overcoming a day marked by global weakness and fading hopes of an early Fed rate cut.

Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Services Ltd, said, "Nifty50 recovered more than 150 points from the day's low in the last 30 minutes after the ruling National Democratic Alliance (NDA) received a massive mandate in the Bihar State Election 2025... With retail inflation easing and the corporate earnings season concluding on a positive note, the backdrop remains supportive for Indian equities. We expect markets to stay firm, with a potential India-US trade deal announcement offering scope for a sharper up-move."

Domestic Tailwinds to Support Market Opening Sentiment Today

The strong political outcome is expected to lift investor confidence as expectations of policy continuity, capex momentum, and infrastructure push increase. Khemka noted renewed interest in infrastructure, manufacturing, and PSU stocks following the election results-sectors that may continue to see traction on Monday.

Broader market resilience is also a positive signal. The Nifty Midcap100 rose 0.2%, and Smallcap100 gained 0.4%, indicating persistent retail and institutional appetite for risk.

Meanwhile, easing inflation and upbeat earnings create a firm fundamental base. With macro stability improving, investors may continue to view dips as buying opportunities, especially in domestic-oriented sectors.

Global Cues Could Limit Upside in Early Trading Session on 17 November 2025; IT or AI Stocks in Focus Today

Despite strong local triggers, global markets remain a source of caution. The US markets witnessed sharp declines as high-valuation tech and AI stocks tumbled, dragging major indices lower. Hawkish commentary from Federal Reserve officials has also dampened expectations of an interest rate cut in the December meeting.

This could cause IT and tech-linked Indian stocks to remain under pressure, at least in the near term. Khemka noted, "IT stocks tumbled after the overnight sell-off on the US Nasdaq index," a trend that may spill over into Monday's session as well.

Sensex, Nifty Prediction Today

Given the interplay of strong domestic cues and weak global signals, market experts expect the Sensex and Nifty to open on a mildly positive note, with buying interest likely in PSU banks, infrastructure, healthcare, and energy. Political clarity, easing inflation, and the possibility of constructive developments on the India-US trade deal could help offset some of the negative impact from overseas markets.

However, volatility cannot be ruled out. Traders may adopt a buy-on-dips approach, especially if markets face early pressure from global weakness.

Overall, the sentiment remains firm but cautious, with domestic strength offering a buffer against external uncertainties.