Quote on Morning Market Views 12th November 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
Below the Quote on Morning Market Views 12th November 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
Sentiments have turned for the better with news of an India-US trade deal getting finalised soon and the exit polls indicating a decisive victory for the NDA in Bihar. This will strengthen the bulls but is not good enough for the markets to stage a decisive breakout and sustained rally. Going by the present trends, FIIs are likely to sell again at higher levels. So long as the AI trade continues a sustained reversal of FII money appears unlikely.
From the fundamental perspective, there is room for optimism since GDP growth is robust and earnings growth for FY27 appears bright. Financials, consumption and defence stocks have the potential to lead the next leg of the rally.
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