2025-02-27 10:53:25 am | Source: Geojit Financial Services Ltd
Sharp correction in the broader market has made the valuations in certain segments attractive. Defence stocks, which had run up too much too fast, have corrected sharply making their valuations attractive for long-term investors.
Morning Market Quote : In FY25, so far, FIIs have sold stocks in the cash market for Rs 3,87,976 crores Says Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
"In FY25, so far, FIIs have sold stocks in the cash market for Rs 3,87,976 crores. Interestingly, the DIIs have more than compensated for this selling through buying for Rs 5,55,519 crores. Despite this, the market has been trending down. It is possible that the activity of HNIs, UHNIs and family offices which are not reflected in the DII data are also impacting the market. This smart investor category might have been on the sell side since they move with the fundamentals, and, fundamentals have been deteriorating with the cyclical slowdown in GDP growth and corporate earnings.
Sharp correction in the broader market has made the valuations in certain segments attractive. Defence stocks, which had run up too much too fast, have corrected sharply making their valuations attractive for long-term investors.
Since a broad rally in the market will need indications of recovery in growth and earnings, investors can focus on micros rather than macros in the near-term. Plenty of stock-specific action ahead, despite headwinds from FII selling and Trump tariffs news."
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
Area under oil, gas exploration in India has jumped ...
MSMEs hold the key towards becoming a Viksit Bharat
Indian economy poised to remain fastest-growing one ...
India-Chile economic pact to boost global value chains
Trump to double steel tariffs to 50 pc from next week
Centre directs IndiGo to end aircraft lease pact wit...
CM Naidu eyes 15 per cent economic growth for Andhra...
Strong GDP growth reinforces India`s position as fas...
Centre okays additional Rs 81,735 crore as tax devol...
Manohar Lal seeks ADB support for model projects to ...
Tag News
MOSt Market Roundup : In contrast, the Nifty Realty, Defense, and Metal indices fell over 1%...
Quote on Market by Mr. Vikram Kasat, Head - Advisory, PL Capital
Daily Market Commentary : Nifty PSU Bank index stood out, gaining 2.9%, while Nifty Metal dropped 1.7%, hurt by weakness in global commodity prices Says Mr. Siddhartha Khemka, Motilal Oswal
Quote on Weekly Market Wrap up by Amol Athawale, VP-Technical Research, Kotak Securities
More News
Quote on Market Wrap Up by Mr. Ajit Mishra - SVP, Research, Religare Broking Ltd
Morning Market Quote : The recovery in the market is healthy since it is being led by fairly valued largecaps Says Dr. V K Vija...
Morning Market Quote : The Budget - expectations and actuals - will influence the market today and tomorrow Says Dr. V K Vijaya...
Quote on Post-Market Comment by Aakash Shah, Technical Research Analyst, Choice Broking