Quote on Morning Market Views 20th November 2025 from Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
Below the Quote on Morning Market Views 20th November 2025 from Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
"The bullish trend in the market is likely to sustain aided by positive triggers. At the fundamental level the picture of ‘strong macros but weak micros’ at the beginning of the year is changing to ‘ strong macros and improving micros’. This fundamental support is aided by the change in perception towards India by leading global banks who now consider India fairly valued and buyable in the context of a resilient economy and improving corporate earnings. The weakening AI trade is another positive for India which can be regarded as an anti-AI trade. FIIs turning buyers in the cash market yesterday is a reflection of this changing perception towards India. In the market, this is likely to manifest in preference for and outperformance of largecaps, particularly over small caps whose valuations are hard to justify even after the correction. Bank Nifty, despite the recent run up, has more room to rally since fundamentals and valuations are supportive."
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