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Below the Quote on Morning market views 27th February 2026 from Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

"At the index level the market has been on a consolidation mode for three months now, without any significant breakouts or breakdowns. But within the index, there are significant up moves and down moves. Last one month alone saw a huge 20% cut in Nifty IT index following the Anthropic shock. 

If we extend this to the last one year, some interesting trends are discernible. While Nifty delivered 13 % return during the last one year, six stocks in the index delivered above 50% return with Stiram Finance leading from the front with 92% return. Perhaps more importantly, five stocks in the Nifty delivered above 20% negative returns during this period. The significant takeaway from this divergent performance is that this is a stock picker’s market. This trend is like continue. 

Therefore, the focus of the investors has to stock-specific, rather than big index level movements. From the valuation perspective, financials are fairly priced."

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