2025-03-20 09:48:36 am | Source: Geojit Financial Services Ltd
In the Indian market two trends are significant. One, domestic consumption themes are finding favour. Four stocks that hit 52-week highs during the last 2 days - Kotak Bank, Bajaj Finance, Interglobe Aviation and Muthoot Finance- are domestic consumption themes. External-oriented IT is weak. Two, beaten down themes like defence/shipping are finding favour. Consumer-facing digital stocks also are on strong wicket. This trend may continue.
Broadly, the market will be on a wait and watch mode till April 2nd when reciprocal tariffs will be declared."
Morning Market Quote : Fed Holds Rates, Cuts Growth to 1.7%, Raises 2025 Inflation to 2.8% Says Dr. V K Vijayakumar, Geojit Financial Services
Below the Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
"The Fed holding the rates and projecting lower growth at 1.7% and higher inflation at 2.8% for 2025 are on expected lines. More significant is the Fed chief’s comment that policy can move either way depending on the evolving outlook. The evolving outlook is highly uncertain thanks to Trump’s tariff tantrums.
Broadly, the market will be on a wait and watch mode till April 2nd when reciprocal tariffs will be declared."
Above views are of the author and not of the website kindly read disclaimer
Disclaimer:
The content of this article is for informational purposes only and should not be considered financial or
investment advice. Investments in financial markets are subject to market risks, and past performance is
not indicative of future results. Readers are strongly advised to consult a licensed financial expert or
advisor for tailored advice before making any investment decisions. The data and information presented
in this article may not be accurate, comprehensive, or up-to-date. Readers should not rely solely on the
content of this article for any current or future financial references.
To Read Complete Disclaimer Click Here
Latest News
IT Services Sector Update : Weak Start to FY27 Expec...
FM Nirmala Sitharaman addresses diaspora in France, ...
Trump's financial disclosure reveals 18 Coupang stoc...
The Eagle Eye : Geopolitical easing strengthens Indi...
26.35 crore verified APAAR IDs generated across India
Korean won falls nearly 6 pc against US dollar this ...
Minister Jyotiraditya M Scindia to lay foundation st...
Financials - Banking Sector Update : A quarter of di...
APEDA facilitates first export of J&K's premium cher...
Upgrade to Buy ONGC Ltd for the Target Rs 288 by Mot...
More News
Quote on Market Morning Inputs 13th November 2025 by Shrikant Chouhan, Head Equity Research,...
Morning Market Quote : On the Budget day the market reactions will be quick in response to Budget announcements Says Dr. V K Vi...
Morning Market Quote : Investors should keep in mind two important features of the near-term trend in stock markets Says Dr. V ...
Quote on Daily Market Commentary for May 27th, 2026 by By Siddhartha Khemka - Head of Research, Motilal Oswal Financial Service...