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Below the Views on Morning Market 05th January 2026 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

The year 2026 has begun with major geopolitical developments which can have profound consequences. The US action in Venezuela has the potential to further destabilise global geopolitics. The Russia-Ukraine conflict  is likely to linger longer; there can be worsening of the protests in Iran and how the Iranian regime reacts to that in the context of threat of intervention by Trump; and perhaps even China might use this time of huge uncertainty for annexation of Taiwan. The huge uncertainty and unpredictability of geopolitics will influence the market, too. We will have to wait and watch how things unfold. 

A positive for India from the Venezuelan crisis is that its medium to long-term impact is bearish for crude. 

The market is likely to remain resilient in the near-term since we are at all time high and the momentum might support the bulls. The Bank Nifty is  strong and has fundamental support from impressive credit growth. Q3 results of the banking and financials segment will be good.

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