2025-01-21 08:57:17 am | Source: Geojit Financial Services Ltd.
Morning Market Quote : Trump 2.0 has kicked off without much clarity on Trump`s likely economic decisions Says Dr. V K Vijayakumar, Geojit Financial Services
Below the Morning Market Views from Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
"Trump 2.0 has kicked off without much clarity on Trump’s likely economic decisions. In his inaugural address he was clear on immigration but sounded vague on tariffs. The indication of a likely 25% tariffs on Canada and Mexico suggests that the tariff hike policy will be implemented gradually. The currency market has reacted with a cut in the dollar index to 108.43 and the 10-year bond yield has declined to 4.54%. This is the classic case of ‘buy on rumours and sell on news.’ It is likely that further delays in tariff hikes will weaken the dollar and bring down the bond yields. If this happens, it will be good for emerging markets like India. But if the FII flows to India are to turn positive consistently, we will have to see a pick -up in India’s GDP growth and corporate earnings. That’s the crucial macro data to watch."
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
Market Commentary (closing) for 24th March 2026 by B...
Daily Market Commentary for March 24th 2026 By Siddh...
'People-centric Green Budget': Education Minister ha...
95 pc Indian women ready for AI-focused role
India building world?s largest 30 GW renewable park ...
Gas refineries operating at high capacity, 18,700 to...
India`s energy diversification strategy 'wise move':...
IPO Report : Powerica Ltd by by Choice Broking
Two LPG ships carrying 92,600 tonnes LPG on way to I...
Sensex jumps 1,372 points, Nifty near day`s high as ...
Tag News
Market Commentary (closing) for 24th March 2026 by Bajaj Broking
Daily Market Commentary for March 24th 2026 By Siddhartha Khemka - Motilal Oswal Financial Services Ltd
Sensex jumps 1,372 points, Nifty near day`s high as geopolitical tensions ease
The index opened on a gap-up note and witnessed a mild retracement during the first half of the session by GEPL Capital Ltd
More News
Quote on Pre-market comment 10th September 2025 by Amruta Shinde, Technical & Derivative Ana...
Quote on Market Wrap Up 07th Aug 2025 by Shrikant Chouhan, Head Equity Research, Kotak Securities
Views on Morning Market 24th November 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
Quote on Morning Market Views 24th September 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited