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Below the Quote on Morning market views 24th February 2026 from Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

"President Trump’s State of the Union address today and the message that he would convey will be keenly watched by markets globally. The EU freezing the deal with US in the light of the tariff changes following the US Supreme Court verdict and Trump’s warnings to countries backing away from deals indicate that the tariff drama has more in store for economies and markets. We will have to wait and watch how this drama plays out. 

Meanwhile the trend of weakness in tech stocks stemming from the potential AI impact continues. The weakness in the ADRs of Indian IT companies indicates that this segment will continue to remain under pressure. 

A positive trend in the market that will have significant bearing on the markets is the change in the FII strategy in India. FIIs have been buyers in ten out of the last seventeen trading sessions indicating their renewed interest in India. The improving corporate earnings in India is the principal reason for this change in FII stance. Given the robust macros of the Indian economy and improving corporate earnings, this FII buying trend can continue. Therefore, sectors in which FIIs have been buyers like capital goods and financials will remain resilient and the IT segment in which they have been sellers will continue to be weak. So, watch out for the stocks in these segments."

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