IGI Logo

Below the Quote on Morning Market Views 01st September 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

"Global geopolitics is transforming fast in response to Trump’s tantrums. The coming together of China, India and Russia can have profound consequences on global power equations and thereby on global trade. This will have its impact on the stock market too. 
There are two developments, one global and the other domestic, that can weigh on markets. The U.S. court ruling that Trump’s tariffs are illegal is a big development and the U.S. Supreme Court’s final verdict on the issue will have to be awaited. Domestically, India’s Q1 GDP growth number at 7.8% came much better than expected. It appears that the fiscal stimulus provided in the Budget and monetary stimulus provided by the MPC are acting with a lag. The proposed GST reforms can accelerate growth in the coming quarters. This, along with the huge liquidity coming into mutual funds will continue to support the market."

Above views are of the author and not of the website kindly read disclaimer