Views on Morning Market 15th October 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
Below the Views on Morning Market 15th October 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
The drift in the market on lack of positive triggers and renewed selling by FIIs pose short-term challenges to the market. It is important to appreciate the fact that the biggest challenge to the market is the poor earnings growth, and this is the fundamental factor behind FII selling. The Q2 results are unlikely to change the sentiments since the postponement of buying following the GST cuts, impacted corporate sales in September. But, post September the story is different. Automobiles and white goods are witnessing brisk sales and in the low-interest regime, with more rate cuts to come, this demand will sustain. These positives will be reflected not in the ongoing Q2 results season but in the Q3 results. The market will soon start discounting that, and that is when a healthy market rally will begin and sustain.
Above views are of the author and not of the website kindly read disclaimer
