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Below the Quote on Morning Market Views 03rd September 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

"With global uncertainty on the rise, the market also is going to experience high volatility. There are potentially positive and negative news that can impact the market, going forward. On the negative front, the likelihood of the 25 % penal tariff imposed on India getting withdrawn, is getting difficult since India has refused to accept Trump’s dictates. This means, in the short-run our exports and related  jobs will continue to suffer. On the positive front, the Q1 GDP growth number at 7.8% indicates growth momentum in the economy. This will get accelerated by the coming reforms in GST. The net result of all these can be an upward revision in the earnings growth for FY26 and FY 27. This has the potential to turn FIIs into buyers in India triggering a rally in the market. This is a likely scenario which can play out in a few weeks. 

Also, the situation may dramatically change if the U.S. Supreme Court disallows the appeal from the U.S. administration regarding Trump’s tariffs. Volatile days ahead. Investors should stay invested and slowly accumulate high quality,  fairly valued stocks."

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