Quote on Morning Market Views 25th August 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
Below the Quote on Morning Market Views 25th August 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
"Fed chief Powell’s remark at Jackson Hole that ‘there is a downside risk to unemployment and shifting risk balance may warrant policy adjustment’ clearly indicates a rate cut in September. The US stock market gave a thumps up to this comment. This positive factor may not get reflected in the Indian market since tariff concerns are likely to weigh more. Now, with the Russia-Ukraine war lingering, the 25% penal tariff on India for buying oil from Russia, is likely to come into effect from August 27th onwards. Even though 50% tariff is unlikely to significantly impact India’s growth, there will be adverse impact on India’s exports and loss of jobs in labour-intensive sectors like textiles, gems and jewellery and leather. The sentimental impact of this development will be negative from the market perspective. FII selling, too, can impact the market. Domestic-consumption segments like financials, telecom, aviation, hotels , cement and segments of capital goods are better placed to withstand the adverse headwinds."
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