Views on Morning Market 06th January 2026 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
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Below the Views on Morning Market 06th January 2026 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
The US markets have largely ignored the Venezuelan crisis and moved ahead. It seems the market’s verdict is that the economic consequences of this major geopolitical event will not be negative; perhaps it can be even positive from the medium to long-term perspective, when the crude prices decline on increased supply from Venezuela. However, it is too early to take a call on this since further surprises on the geopolitical front are likely. We are in a highly uncertain phase. Therefore, investors can also think of increasing the cash position in their portfolios even while remaining invested. Heightened uncertainty triggered by unprecedented geopolitical events demands a cautious approach to investment supported by higher cash position to exploit sudden movements in the market.
The banking sector is moving to a stronger position supported by increasing credit growth even though deposit mobilisation remains a challenge.
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