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Below the Views on Morning Market 24th November 2025 by  Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

Previous attempts by the Nifty and Sensex to break the 2024 September high didn’t succeed since the rally lost steam on FII selling, and the expected US - India trade deal didn’t materialise. Also there was no clarity on the earnings growth for FY27. Now things are slowly changing in favour of a rally towards a new record high. The most important catalyst for the rally will come from strong earnings growth. FY27 is likely to witness above 15% earnings growth. This is a strong fundamental support. A US-India trade deal may happen at any time.  Weakness in the AI trade will nudge FIIs to turn buyers in India. Investors should focus on largecaps and quality midcaps with  high growth potential. Smallcaps, in general, continue to be over valued.

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