Quote on Morning market 15th November 2021 By Dr. V K Vijayakumar, Geojit Financial
![](https://portfolio.investmentguruindia.com/investmentguruimages/upload/post/2021/11/e4883434254c3f141e084d25703583ac.jpg)
Follow us Now on Telegram ! Get daily 10 - 12 important updates on Business, Finance and Investment. Join our Telegram Channel
https://t.me/InvestmentGuruIndiacom
Download Telegram App before Joining the Channel
Below is quote on Morning market 15th November 2021 By Dr. V K Vijayakumar, Chief Investment Strategist at Geojit Financial Services
Partly justifying the market rally, corporate earnings have grown by 46 % YoY in Q2. The surge in earnings has been led by financials, metals & mining and oil & gas. But, even discounting this impressive performance by India Inc, the market is over-valued and, therefore, corrections are due.
Q3 is likely to be subdued compared to Q2. Headwinds from rising CPI inflation ( 4.48% in October) and a decline in IIP to 3.1% in September are likely to impact earnings in many segments in Q3 and Q4.
The global headwind for markets is likely to come from a sooner-than-expected rate hike by the Fed by, say, mid-2022 contrary to market expectation of a rate lift-off starting early 2023.
Above views are of the author and not of the website kindly read disclaimer
![](https://portfolio.investmentguruindia.com/uploads/news/Tradebull Securities.jpg)
![](https://portfolio.investmentguruindia.com/uploads/news/nirmalabudget23.jpg)
![](https://portfolio.investmentguruindia.com/uploads/news/Anuj Gupta_Commodity.jpg)
![](https://portfolio.investmentguruindia.com/uploads/news/Nirmal bang.jpg)
![](https://portfolio.investmentguruindia.com/uploads/news/unionB23.jpg)
![](https://portfolio.investmentguruindia.com/uploads/news/Kedia Cotton Report.jpg)
![](https://portfolio.investmentguruindia.com/uploads/news/Monarch networth.jpg)
![](https://portfolio.investmentguruindia.com/uploads/news/nirmalaS22.jpg)
![](https://portfolio.investmentguruindia.com/uploads/news/Broker _16.jpg)
![](https://portfolio.investmentguruindia.com/uploads/news/Broker _11.jpg)
Top News
![](https://portfolio.investmentguruindia.com/investmentguruimages/upload/post/2022/03/b9602cb7c8d99a567547e4cb9c6d040e.jpg)
Power Grid gains on emerging as successful bidder under TBCB to establish transmission system
Tag News
![](https://portfolio.investmentguruindia.com/investmentguruimages/upload/post/2023/09/aecd4f4a5e886b873aa68500d027acd0.jpg)
We anticipate immense potential benefits from the upcoming Sovereign Gold Bond Tranche in FY...
![Weekly Market Analysis : Markets strengthened recovery and gained nearly 2% in the passing week Says Mr. Ajit Mishra, Religare Broking](https://portfolio.investmentguruindia.com/investmentguruimages/upload/post/2023/09/cc796169e4f7c012914c95f4a8efe430.jpg)
![Weekly market outlook : The market is eagerly awaiting data on inflation and industrial production to provide further guidance Says Vinod Nair, Geojit Financial Services](https://portfolio.investmentguruindia.com/investmentguruimages/upload/post/2023/09/5f1fa5f12be5ac87ff9258ea3909f0f8.jpg)
![Monthly Debt Market Update, September 2023: CareEdge Ratings](https://portfolio.investmentguruindia.com/investmentguruimages/upload/post/2023/09/c5541407585e9dfdc52f905c92d59e61.jpg)