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Below the Quote on Morning market Views 27 October 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

The global market construct is bullish. With Dow Jones, Nikkei and Kospi at record highs the sentiments are positive. Globally, there are signals of declining trade tensions. Comments from the US treasury Secretary Scot Bessent that there is a  “substantial framework for trade negotiations with China” indicate that a US-China trade deal is on the cards. 

For India, the fundamentals are also turning positive with brisk festival season sales and reports of a smart pick up in capital spending by the private sector. This long awaited trend has significant positive implications for India’s growth and stock market. 

Conditions are favourable for the Nifty and Sensex to climb to record highs. An important feature of the ongoing rally in the market is its correlation with short covering. This trend has some more way to go.

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