Quote on Morning Market Views 08th September 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
Below the Quote on Morning Market Views 08th September 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
"The heightened uncertainty surrounding the US - India trade relations will continue to weigh on markets. President Trump’s recent statements regarding the “special US- India ties” and that “there is nothing to worry” indicate improvement in the strained relationship. However, Trump’s comments on second round of sanctions against Russia and Peter Navarro’s continuing tirade against India are negative factors. Also there are rumours of probable restrictions on India’s IT exports even though trade in services has so far been untouched by reciprocal tariffs. These concerns will continue to influence the market which got a morale boost from the GST reforms. The euphoria from GST reform was short-lived since the market had already partly discounted the GST rate cuts.
Post-September 22nd when the new GST rates come into effect, there will be huge spurt in demand, particularly for automobiles and consumer durables. This has the potential to lift the market sentiments."
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