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Below the Views on Morning Market 06th October 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

"The positive sentiments triggered by the growth stimulating monetary policy face headwinds from the continuing FII selling, but can be sustained by positive news on growth and corporate earnings for FY27. Growth is likely to remain strong assisting in corporate earnings growth of above 15% in FY27. The market will be looking forward to a positive resolution of the U.S.-India trade tensions. A trade deal can turn out to be a trigger for a rally in the market. We will have to wait and watch for developments on this front. 
Fresh money flowing to the market is chasing domestic consumption themes like automobiles, financials and banking, telecom, aviation, metals, cement and digital platform companies. This trend is likely to sustain. The Q1 data on credit and deposit growth from Kotak Mahindra Bank look impressive."

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