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Below the Quote on Morning Market Views 11th Aug 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

"Geopolitical developments will be influencing the market trend this week more than other factors. The market will be focussed on the outcome of the Trump-Putin talks in Alaska. If the talks result in an end to the Russia-Ukraine war, that would be a major positive development. US sanctions on Russia may be withdrawn and consequently the penal tariff of 25% imposed on India for buying oil from Russia also may be reconsidered. If this happens the oversold market will stage a smart rebound. Investors will have to wait and watch for the developments. 
India has been underperforming other markets significantly in the last six weeks. Nifty is down 7.6% from the September 2024 record high. Even though a sharp short-covering rally may happen on positive news, sustained rally will happen only fundamental support on the earnings front. This can happen from Q3 onwards. Now, safety is in fairly-valued largecaps."

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