Quote on Morning Market Views 17th February 2026 from Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Ltd
Below the Quote on Morning Market Views 17th February 2026 from Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Ltd
"Despite the sell-off in capital market-related stocks due to RBI’s tighter rules on loans to proprietary traders and brokers, Nifty jumped 211 points yesterday. This is a reflection of the underlying resilience of the market. This resilience primarily stems from India’s improving macros and its implications for corporate earnings, going forward. The 14.7% growth in corporate earnings reflected in the Q3 results has come better-than-expected and the momentum is set to continue in Q4, accelerating in FY 27. FIIs cannot ignore this positive development and, therefore, will turn significant buyers in India, despite the occasional selling in response to events like the AI shock impacting IT stocks. The market will respond to geopolitical developments like the US-Iran stand off. Corrections can be used as buying opportunities. The impressive credit growth happening now has positive implications for leading banking stocks which are fairly valued."
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