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Below the Quote on Morning market views 25th February 2026 from Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

"There are two significant trends in the market - one negative, other positive - which will have a bearing on how the market moves in the near-term. The negative factor is the continued weakness in IT stocks triggered by the Anthropic shock. Many leading IT names have crashed between 18 % to 26 % in the last one month alone. The positive factor is the FIIs turning buyers in February after a long time. The negative factor of sustained selling in IT stocks may be over and there is a possibility of some rebound in the segment. News of Anthropic’s Claude chatbot building partnership in software and services with IT firms  indicate that there will be collaboration opportunities for Indian IT firms. If the weakness in IT stocks subsides and the segment recovers, the tailwind of FII buying can lift the markets. Importantly, FII buying has fundamental support from strong economy and rising corporate earnings. Segments witnessing FII buying like financials, capital goods and pharmaceuticals are likely to remain resilient."

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