IGI Logo

Below the Quote on Morning Market Views 28th July 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

"There are more headwinds than tailwinds for the market now. The major issue weighing on markets is that the expected trade deal between India and the US has not happened so far and the probability of a deal before the August 1 deadline is becoming lower. President Trump’s success in reaching deals with Japan and EU, which were advantageous for the US, may further make the US position harder on deal with India. It remains to be seen what transpires before August 1st deadline. 

Further more, there are threats of more tariffs on countries that trade with Russia if Russia doesn’t reach a deal with Ukraine on stopping the war. The threat of tariffs on pharmaceuticals is another concern. 

President Trump, having tasted blood in deals so far, is likely to act tough, going forward. This is a concern. 

Sustained FII selling is impacting the market despite the DII buying. It is better to remain in a wait and watch mode."

Above views are of the author and not of the website kindly read disclaimer