Quote on Morning Market Views 11 July 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
Below the Quote on Morning Market Views 11 July 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
"A significant trend in market performance in H1 2025 is the outperformance of large caps vs the broader market. While Nifty Smallcap 250 Index and Nifty Midcap 150 Index delivered 0.3% and 4.0 % returns respectively, Nifty 50 delivered 7.9% return. The overvaluation of the broader market is getting corrected. India is underperforming markets like South Korea, Germany, Japan and MSCI EM. This is largely due to the elevated valuations in India.
Q1 results of TCS indicate continuing struggle for IT companies, particularly large cap IT. However, midcap IT is likely to do well. Outperformance in Q1 will be from telecom, oil and gas and segments of autos. Investors may focus on fairly valued stocks with earnings visibility"
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