Quote on Morning Market Views 19th November 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
Below the Quote on Morning Market Views 19th November 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
An anti-AI trade is playing out in global markets now. Respected experts like Google CEO Sundar Pichai are voicing concerns about the irrationality in AI trade. Nasdaq is down 1526 points from the recent peak. Even though there are optimists who still bet on AI trade, there are concerns of a bubble formation in AI stocks. The steady decline in AI stocks, without a major crash, is good for India. FPIs are likely to start buying in India if the present trend of AI trade fading sustains for some more time. India’s outperformance vis-a-vis other AI markets like South Korea and Taiwan during the last few days is an indication of this trend.
Investors should prioritise safety at this juncture. Safety is in large caps. Large segments of the mid and small cap space are overvalued having been driven up only by liquidity flows from exuberant investors.
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