Views on Morning market 15th September 2026 from Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited?
Below the Views on Morning market 15th September 2026 from Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited?
“Global equity markets will be under pressure from the U.S. 10-year yield hitting the psychological 5% mark. The macro scenario will continue to be under pressure from the rising crude price. Brent crude at $107 and the damage caused to the Saudi East-West oil pipeline from the Houthi attack will continue to weigh on markets. This is a scenario which the Fed cannot ignore in the FOMC meeting tomorrow. Even though President Trump doesn’t want a rate hike, his appointee Kevin Warsh is most likely to hike rate by 25 bp because it would be difficult to justify a hold in rates in the present macro scenario.
A positive for the Indian market is that there is clarity emerging on the choice of HDFC Bank MD and CEO. A quick acceptance of the name of the successor by the RBI can influence the benchmark index significantly. The continuing boom in the IPO market and outperformance of the broader market are positives."
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