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Below the Views on Morning Market 27th November 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

With the 320 point rally in the Nifty yesterday, the market construct has changed to a bullish mode. New all-time highs for Nifty and Sensex are only a question of time. The technical construct of the market with high FII short position also is favourable for rally. Importantly, the rally has fundamental support from potential earnings growth expected in Q3 and Q4 of FY 26. The consumption boom witnessed in October will translate into impressive earnings growth. If the trend sustains, even with slight moderation after the festival season, earnings growth, going forward, will be good warranting a rally in the market. But there is no room for a sharp sustaining uptrend since valuations do not support that. Fundamentally Bank Nifty has the strength to support a rally to a new record high. 

Expectation of a rate cut by the Fed and a possible Russia-Ukraine peace accord have improved sentiments for equity markets globally.

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