Quote on Morning Market Views 25th June 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
Below the Quote on Morning Market Views 25th June 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
"A significant feature of the recent market trend has been its resilience despite major challenges like the West Asian crisis. Even during the short India-Pak conflict the market has been resilient. A significant contributor to this resilience has been FII buying during the crisis. Interestingly FIIs have been selling, like yesterday, after the crisis blows over. On the other hand DIIs have been sustained buyers in the market, thanks to the continuing inflows into mutual funds. This will impart resilience to the market even when FIIs sell on valuation concerns.
The latest commentary from the Fed chief Jerome Powell indicates that there are risks to inflation from the uncertainty over tariffs and, therefore, rate cuts are likely only towards the end of the year.
The main challenge for investors now is to find stocks with the right growth-value mix since growth stocks are highly valued. For long-term investors stocks in segments like the capital market, domestic consumption like aviation, telecom and premium consumption like hotels, automobiles and jewellery hold promise."
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