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Morning Market Quote : When valuations are high the market needs only a trigger to correct sharply Says Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   When valuations are high the market needs only a trigger to correct sharply. This trigger was provided by the Fed guidance of fewer rate cuts in 2025, which went against market expectations. Even though the  rate cut of 25 bp was in tune with the market’s expectation, the indication of only two cuts of 25 bp each in 2025 against market expectation of three...
Morning Market Quote : When valuations are high the market needs only a trigger to correct sharply Says Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Morning Market Quote : When valuations are high the market needs only a trigger to correct sharply Says Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-12-19 10:14:46 am
Morning Market Quote : The near-term market construct has turned weak with FIIs turning sellers on rallies Says Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   The near-term market construct has turned weak with FIIs turning sellers on rallies. The trend of FII buying in early December has proved to be, as feared, a flash in the pan. Yesterday’s massive FII sell figure of Rs 6410 crores in the cash market indicates that more selling is in store on market bounces. The underlying reason for the FII selling in Indi...
Morning Market Quote : The near-term market construct has turned weak with FIIs turning sellers on rallies Says Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Morning Market Quote : The near-term market construct has turned weak with FIIs turning sellers on rallies Says Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-12-18 09:48:54 am
Morning Market Quote : Globally markets will be looking forward to the FOMC outcome on Wednesday Says Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "Globally markets will be looking forward to the FOMC outcome on Wednesday. Markets have already discounted a 25bp rate cut and, t...
Morning Market Quote : Globally markets will be looking forward to the FOMC outcome on Wednesday Says Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Morning Market Quote : Globally markets will be looking forward to the FOMC outcome on Wednesday Says Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-12-17 09:07:57 am
Morning Market Quote : The excessive volatility witnessed on Friday is a reflection of the sharp differences in perceptions about the near-term market trend Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The excessive volatility witnessed on Friday is a reflection of the sharp differences in perceptions about the near-term market trend. The huge positions in F&O segments are causing such heightened volatility in the market. The 500 point move in the nifty from the day’s trough to the peak indicates massive short covering. While FIIs turning buyer...
Morning Market Quote : The excessive volatility witnessed on Friday is a reflection of the sharp differences in perceptions about the near-term market trend Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The excessive volatility witnessed on Friday is a reflection of the sharp differences in perceptions about the near-term market trend Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-12-16 09:29:13 am
Quote on FPI by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on FPI by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "FIIs turning buyers in December after relentless selling in October and November has contributed to the recovery in the market from the November lows. FIIs have bought equity for Rs 14435 crores through exchanges till 13th December. The total buy figure including the exchange buying and buying through the ‘primary market and others category’ stood at Rs 2...
Quote on FPI by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Quote on FPI by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-12-14 02:47:28 pm
Morning Market Quote : In the near-term the market has a headwind and a tailwind Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   In the near-term the market has a headwind and a tailwind. The headwind is the resumption of selling by the FIIs who sold stocks for Rs 3560 crores yesterday. Given the high valuations in India FIIs are likely to sell more at every market rise. Selling has been profitable for FIIs since the dollar has been appreciating after the US election. The tailwind which can su...
Morning Market Quote : In the near-term the market has a headwind and a tailwind Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : In the near-term the market has a headwind and a tailwind Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-12-13 09:25:49 am
Morning Market Quote : The range-bound consolidation construct of the market is set to continue Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   The range-bound consolidation construct of the market is set to continue. The bull run in the US is continuing unabated with Nasdaq setting a new record and closing above 20000 yesterday. The Magnificent Seven stocks continue their resilience and uptrend despite elevated valuations. The strength of the mother market, which indicates that the global market rally is in...
Morning Market Quote : The range-bound consolidation construct of the market is set to continue Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The range-bound consolidation construct of the market is set to continue Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-12-12 09:18:25 am
Morning Market Quote : Market is likely to move in a narrow consolidation pattern in the near-term Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   Nifty is in a consolidation range and is likely to remain in this consolidation phase with a mild upward bias in the near-term. The biggest positive for the market is the return of the FIIs and the consequent strength in the largecaps, particularly in banking and IT. FIIs turning buyers have enthused the retail investors who have been on the defensive after the near ...
Morning Market Quote : Market is likely to move in a narrow consolidation pattern in the near-term Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : Market is likely to move in a narrow consolidation pattern in the near-term Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-12-11 09:41:12 am
Morning Market Quote : Market is likely to move in a narrow consolidation pattern in the near-term Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "Market is likely to move in a narrow consolidation pattern in the near-term. There are no major triggers that can push the market into a new bull orbit. Also, there are no major triggers that can cause a deep correction from the current levels. Within the range,  there are significant down moves and up moves. FMCG stocks are facing selling pressure due to ...
Morning Market Quote : Market is likely to move in a narrow consolidation pattern in the near-term Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : Market is likely to move in a narrow consolidation pattern in the near-term Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-12-10 09:38:47 am
Morning Market Quote : The near-term trend of the market is mildly bullish Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   The near-term trend of the market is mildly bullish. The leadership for the rally which has taken the Nifty up by 3.2% during the last fortnight has come from the leading banks, which are even now fairly valued,  and have the potential to take the market forward. The return of the FIIs is another positive which augurs well for the largecaps. The ongoing rally ca...
Morning Market Quote : The near-term trend of the market is mildly bullish Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The near-term trend of the market is mildly bullish Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-12-09 09:32:43 am
Quote on Monetary Policy Committee Meeting Outcome by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on Monetary Policy Committee Meeting Outcome by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services    "Monetary policy has delivered exactly what the economy and markets need in the present context. The Governor’s emphasis on price stability is appropriate given the elevated level of inflation. The decision to cut the CRR by 50bp facilitating injection of Rs 1.16 trillion of liquidity into the system will ease the liquidity c...
Quote on Monetary Policy Committee Meeting Outcome by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Quote on Monetary Policy Committee Meeting Outcome by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-12-06 11:30:22 am
Morning Market Quote : FIIs turning buyers in December, in total reversal of their sustained selling strategy during the last two months Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   FIIs turning buyers in December, in total reversal of their sustained selling strategy during the last two months, has altered the market sentiments in favour of the bulls. Encouraged by the FII buying, retail investors, too, have jumped on to  the buying bandwagon. This has triggered short-covering leading to sharp intra-day volatility. The 500 point swing in N...
Morning Market Quote : FIIs turning buyers in December, in total reversal of their sustained selling strategy during the last two months Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : FIIs turning buyers in December, in total reversal of their sustained selling strategy during the last two months Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-12-06 10:54:32 am
Morning Market Quote : Dow moving past 45000 for the first time is an indicator of the strength of the US market rally Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "Dow moving past 45000 for the first time is an indicator of the strength of the US market rally. The macro construct in the US - strong growth and declining inflation- supports this rally. The Fed chief Powell’s remark yesterday that the “economy is in remarkably good shape” is a shot in the arm for the US bulls. However, there is a concern th...
Morning Market Quote : Dow moving past 45000 for the first time is an indicator of the strength of the US market rally Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : Dow moving past 45000 for the first time is an indicator of the strength of the US market rally Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-12-05 09:36:48 am
Morning Market Quote : The underlying resilience of the market is evident in its ability to bounce back Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The underlying resilience of the market is evident in its ability to bounce back. Market is focusing not on the GDP growth slowdown but on the likely policy response to this slowdown. Banking stocks bouncing back yesterday indicates that the market is expecting a CRR cut on Friday, which will boost the profitability of banks. The strength in market...
Morning Market Quote : The underlying resilience of the market is evident in its ability to bounce back Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The underlying resilience of the market is evident in its ability to bounce back Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-12-03 09:18:37 am
Morning Market Quote : The MPC is unlikely to cut rates when CPI inflation is running at 6.2% Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The Q2 GDP shocker of 5.4% will weigh on markets but the impact is unlikely to be big since part of the declining growth was factored-in by the market after the disappointing Q2 results. So, a sharp cut in the market, if it happens, can be an opportunity to buy since the DIIs will continue to buy during dips. The question is: what to buy. Segments like pharma, telec...
Morning Market Quote : The MPC is unlikely to cut rates when CPI inflation is running at 6.2% Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The MPC is unlikely to cut rates when CPI inflation is running at 6.2% Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-12-02 09:16:46 am
Quote on FPI from Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on FPI from Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "FIIs continued their selling spree in November, too. A perplexing feature of the recent  FII activity is their highly erratic nature. For instance, in the three days from 25th through 25th November, FIIs were buyers. But in the next two days FIIs again turned massive sellers having sold equity for Rs 16139 crores. FII selling in November is lower than that of Oc...
Quote on FPI from Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Quote on FPI from Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd.
2024-11-30 03:22:30 pm
Morning Market Quote : A perplexing market action in recent days is the inexplicable volatility in FII activity Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Service   "A perplexing market action in recent days is the inexplicable volatility in FII activity. A few days of buying followed by yesterday’s massive selling of Rs 11756 crores is difficult to explain. What are the factors contributing to this apparently irrational activity? Is this a one-off? Or, is there more to come? Answers to these questions will be available in ...
Morning Market Quote : A perplexing market action in recent days is the inexplicable volatility in FII activity Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : A perplexing market action in recent days is the inexplicable volatility in FII activity Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-11-29 10:25:42 am
Morning Market Quote : The consolidation phase in the market is likely to continue in the near-term Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Service   "The consolidation phase in the market is likely to continue in the near-term. A clear positive for the market is the cessation of relentless selling by the FIIs. This will give confidence to the retail investors to again start buying aggressively. But there is no room for such high optimism. Strong dollar is a negative for emerging markets and, therefore, FIIs are un...
Morning Market Quote : The consolidation phase in the market is likely to continue in the near-term Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The consolidation phase in the market is likely to continue in the near-term Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-11-28 09:39:06 am
Morning Market Quote : Market Likely to Consolidate Amid Lack of Immediate Triggers Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "President-elect Trump has already started declaring what he intends to do immediately upon his taking office on January 20th. 25% tariffs on Mexican and Canadian imports and an additional 10% tariffs on Chinese imports have already been announced. How these countries react to these tariffs remains to be seen. Trump has declared only 10% addition...
Morning Market Quote : Market Likely to Consolidate Amid Lack of Immediate Triggers Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : Market Likely to Consolidate Amid Lack of Immediate Triggers Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-11-27 09:07:20 am
Morning Market Quote : The two-day rally in the market is unlikely to sustain beyond a point since earnings concerns are major headwinds Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The two-day rally in the market is unlikely to sustain beyond a point since earnings concerns are major headwinds. The impact of short covering and the positive sentimental effect of the Maharashtra election results will be temporary. Too much should not be read into the FIIs turning big buyers yesterday since that was due to MSCI rebalancing with higher weighta...
Morning Market Quote : The two-day rally in the market is unlikely to sustain beyond a point since earnings concerns are major headwinds Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The two-day rally in the market is unlikely to sustain beyond a point since earnings concerns are major headwinds Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-11-26 09:45:17 am
Quote on FPI by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on FPI by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The relentless selling by FIIs continued in November till 22nd. After selling equity for Rs 113858 crores through exchanges in October, FIIs have sold another Rs 41872 crores of equity through exchanges in November through 22nd. The trend of FII buying through the primary markets also continued with Rs 15339 crore worth buying in November through 22nd.   The tota...
Quote on FPI by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Quote on FPI by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-11-25 11:04:13 am
Morning Market Quote : The ability of the market to surprise was evident in the 557 point spurt in the Nifty on Friday Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Market by Dr. V K Vijayakumar, Geojit Financial Services   "The ability of the market to surprise was evident in the 557 point spurt in the Nifty on Friday. This sharp upswing will continue today assisted by the super NDA performance in Maharashtra. The political message from this election is huge and highly positive from the market perspective.   A significant feature of the Friday rally was the sharp spurts in many largecaps wi...
Morning Market Quote : The ability of the market to surprise was evident in the 557 point spurt in the Nifty on Friday Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The ability of the market to surprise was evident in the 557 point spurt in the Nifty on Friday Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-11-25 09:26:46 am
Morning Market Quote : The escalation of tensions in the Ukraine-Russia war can weigh on markets Says Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on Markets by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The escalation of tensions in the Ukraine-Russia war can weigh on markets. The element of uncertainty caused by the escalations is high and therefore most market participants are likely to be in a wait and watch mode. However, any sharp slide in the market appears unlikely since the mother market US has largely downplayed the escalation. Sectors to watch are h...
Morning Market Quote : The escalation of tensions in the Ukraine-Russia war can weigh on markets Says Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Morning Market Quote : The escalation of tensions in the Ukraine-Russia war can weigh on markets Says Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-11-21 09:28:55 am
Quote on FPI By Dr. V K Vijayakumar ,Geojit Financial Services & Alchemy Capital Management Below the Quote on FPI By Dr. V K Vijayakumar ,Geojit Financial Services & Alchemy Capital Management    "FPIs have been continuing with  their massive selling of Rs 113858 crores in October with another Rs 22420 crores in November through 15th (NSDL). Two factors in the FPI selling stands out: One, FPIs continued to buy in the primary market ( Rs 9931 crores) while selling in the cash market through exchanges (Rs 32351 crores) resulting in a net sell fi...
Quote on FPI By Dr. V K Vijayakumar ,Geojit Financial Services & Alchemy Capital Management
Quote on FPI By Dr. V K Vijayakumar ,Geojit Financial Services & Alchemy Capital Management
Source: Geojit Financial Services Ltd.
2024-11-16 02:12:57 pm
Morning Market Quote : Market Correction - Counter Moves Pave the Way for a Resilient Bounce Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Markets by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "During a correction phase in the market, like the present one, there will always be counter moves, which will facilitate a bounce back. This can happen any time now. The huge liquidity at the disposal of the DIIs can trigger this bounce back. But such a bounce back is unlikely to sustain since the fundamental factors are unfavourable. The Trump fac...
Morning Market Quote : Market Correction - Counter Moves Pave the Way for a Resilient Bounce Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : Market Correction - Counter Moves Pave the Way for a Resilient Bounce Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-11-14 09:21:02 am
Morning Market Quote : The Market has entered a consolidation phase with low volatility and this trend is likely to continue in the near-term Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "A significant feature of this year’s market movements is the big variation across countries and regions. The US is, by far, the best performing market with 26.17% YTD returns in S&P 500. India is now underperforming with only 9.85% YTD returns in Nifty. The Euro Zone index Stoxx 50 has given only 5.14% YTD returns. The performance of...
Morning Market Quote : The Market has entered a consolidation phase with low volatility and this trend is likely to continue in the near-term Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The Market has entered a consolidation phase with low volatility and this trend is likely to continue in the near-term Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-11-13 09:41:26 am
Morning Market Quote : US Market Rally No Longer a Tailwind for Indian Markets Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The sustained rally in the US markets which have taken the Dow and S&P 500 above 40000 and 6000 respectively is no longer a tailwind for Indian markets. Expectations that tax cuts promised by Trump and his pro-business policies will boost corporate earnings in the US are driving the rally.    In India, in contrast, worse-than-expe...
Morning Market Quote : US Market Rally No Longer a Tailwind for Indian Markets Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : US Market Rally No Longer a Tailwind for Indian Markets Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-11-11 09:50:21 am
Quote on FPI By Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on FPI By Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The hallmark of the global market trend this week has been the record setting uptrend in the US market, being driven now by the ‘Trump trade.’ Expectations of implementation of the promised corporate tax cuts and its positive impact on US corporate earnings is the fundamental logic behind this trend. The weakness in the Indian market can be attributed large...
Quote on FPI By Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Quote on FPI By Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd.
2024-11-09 05:49:49 pm
Morning Market Quote : US Market Uptrend Fueled by `Trump Trade` and Tax Cut Hopes Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "Two divergent trends are evident in the market now: one, strength in the global market led by the US and two, weakness in the Indian market. The record setting uptrend in the US market is being driven now by the ‘Trump trade’, expectations of implementation of the promised corporate tax cuts and its positive impact on US corporate earnings....
Morning Market Quote : US Market Uptrend Fueled by `Trump Trade` and Tax Cut Hopes Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : US Market Uptrend Fueled by `Trump Trade` and Tax Cut Hopes Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-11-08 09:55:26 am
Morning Market Quote : The Trump victory is turning out to be more potentially transformative than thought earlier Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The Trump victory is turning out to be more potentially transformative than thought earlier. With the Congress and the Senate coming under Republican control and President Trump exercising power without bothering about another term in office, hugely transformational decisions are possible in the months following Trump’s assumption of office. These deci...
Morning Market Quote : The Trump victory is turning out to be more potentially transformative than thought earlier Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The Trump victory is turning out to be more potentially transformative than thought earlier Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-11-07 10:32:31 am
Morning Market Quote : Market Rebound Signals End to Recent Downtrend Amid Strong Recovery Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Market Quote by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The sharp rebound in the market yesterday indicates a halt to the downward trend witnessed during the last many days. The fact that the rebound is being led by fairly-valued and fundamentally strong large banking stocks is important and points to the possibility of the continuation of the trend. However,  the poor earnings growth in Q2 and ea...
Morning Market Quote : Market Rebound Signals End to Recent Downtrend Amid Strong Recovery Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : Market Rebound Signals End to Recent Downtrend Amid Strong Recovery Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-11-06 10:27:14 am
Morning Market Quote : With all attention focused on the outcome of the US presidential election Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Market Quote : With all attention focused on the outcome of the US presidential election Says Dr. V K Vijayakumar, Geojit Financial Services   "With all attention focused on the outcome of the US presidential election, perhaps the more important domestic economic issue is not getting the importance it deserves. It is important to understand that India’s underperformance is striking: while S&P 500 is up 20.45% YTD Nifty is up by only 10...
Morning Market Quote : With all attention focused on the outcome of the US presidential election Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : With all attention focused on the outcome of the US presidential election Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services
2024-11-05 09:54:32 am
Quote on FPI This relentless selling contributed hugely to the about 8% decline in benchmark indices from the peak by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on FPI From Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The FPI sell figure of Rs 113858 crores through the exchanges in October is the single highest absolute selling ever in a month by FPIs. This relentless selling contributed hugely to the about 8% decline in benchmark indices from the peak. However, FPIs were buyers in the primary market with an investment of Rs 19842 crores in October. It is important to understand t...
Quote on FPI This relentless selling contributed hugely to the about 8% decline in benchmark indices from the peak by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Quote on FPI This relentless selling contributed hugely to the about 8% decline in benchmark indices from the peak by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-11-02 11:08:02 am
Morning Market Quote : A significant market trend during the recent days of market correction is the flight to quality Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Market Quote : A significant market trend during the recent days of market correction is the flight to quality Says Dr. V K Vijayakumar, Geojit Financial Services   "A significant market trend during the recent days of market correction is the flight to quality. While the Nifty corrected by 8.3% from the recent peak, the mid and small cap indices corrected by 9.8% and 9.3% respectively from their recent peaks. Actually the index movements concea...
Morning Market Quote : A significant market trend during the recent days of market correction is the flight to quality Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : A significant market trend during the recent days of market correction is the flight to quality Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-10-28 09:42:31 am
Morning Market Quote : A distinct change in the long-term market trend is discernible from the recent market movements Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Market Quote : A distinct change in the long-term market trend is discernible from the recent market movements Dr. V K Vijayakumar, Geojit Financial Services   A distinct change in the long-term market trend is discernible from the recent market movements. The overarching trend that took the Nifty from the COVID low of 7511 in March 2020 to above 26200 in September 2024 has been the ‘buy on dips’ strategy that worked well consistently. Wi...
Morning Market Quote : A distinct change in the long-term market trend is discernible from the recent market movements Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : A distinct change in the long-term market trend is discernible from the recent market movements Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-10-25 09:39:09 am
Morning Market Quote : The ongoing trend of largecaps outperforming mid and smallcaps is likely to sustain, going forward Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The ongoing trend of largecaps outperforming mid and smallcaps is likely to sustain, going forward. FII selling and the countervailing trend of DII buying is likely to continue. This will impart strength to largecap financials, particularly banking stocks like HDFC, ICICI, Axis and Kotak which are fairly valued in this market with elevated valuations. Invest...
Morning Market Quote : The ongoing trend of largecaps outperforming mid and smallcaps is likely to sustain, going forward Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The ongoing trend of largecaps outperforming mid and smallcaps is likely to sustain, going forward Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-10-23 09:15:03 am
Morning Market Quote : When market valuations are at elevated levels some triggers will cause corrections, making the valuations reasonable and in tune with long-term averages Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "When market valuations are at elevated levels some triggers will cause corrections, making the valuations reasonable and in tune with long-term averages. This time the trigger for the correction has come from the sustained selling by FIIs which has reached Rs 88244 crores by 21st October, according to NSDL. This record high FII sell figure didn’t impac...
Morning Market Quote : When market valuations are at elevated levels some triggers will cause corrections, making the valuations reasonable and in tune with long-term averages Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : When market valuations are at elevated levels some triggers will cause corrections, making the valuations reasonable and in tune with long-term averages Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services
2024-10-22 09:13:03 am
Morning Market Quote : With the US markets setting new record highs, the global stock market rally appears intact Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "With the US markets setting new record highs, the global stock market rally appears intact. The steady decline in crude and stability in the US bond yields impart resilience to the stock market despite the lingering tensions in the Middle East. The hope raised by the Chinese stimulus and the cheap valuations of Chinese stocks have the potential to sustain...
Morning Market Quote : With the US markets setting new record highs, the global stock market rally appears intact Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : With the US markets setting new record highs, the global stock market rally appears intact Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services
2024-10-21 09:15:41 am
Quote on FPI by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "This month, through 18th October, FPIs have sold equity for Rs 77701 c...
Quote on FPI by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Quote on FPI by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services
2024-10-20 10:44:49 am
Quote on Sovereign Wealth and Pension fund's investments in India from Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on Sovereign Wealth and Pension fund's investments in India from Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "FIIs including endowment funds, sovereign wealth funds and pension funds have been investing in Indian equities for many years now. India has been the best performing emerging equity market during the last ten to twenty years and there is no other emerging market which provides as much diversity and growth pros...
Quote on Sovereign Wealth and Pension fund's investments in India from Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Quote on Sovereign Wealth and Pension fund's investments in India from Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd.
2024-10-20 09:43:25 am
Morning Market Quote : The main force behind the ongoing global rally in stocks has been the steadily climbing US market Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The main force behind the ongoing global rally in stocks has been the steadily climbing US market. The fact that S&P 500 made 46 new highs this year indicates the strength of this bull market led by the US. The rally has the fundamental support of a strong US economy and decent corporate earnings growth. Even though the Middle East geopolitics has been a...
Morning Market Quote : The main force behind the ongoing global rally in stocks has been the steadily climbing US market Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The main force behind the ongoing global rally in stocks has been the steadily climbing US market Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-10-16 09:00:07 am
Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "Going into the Q2 results season, the market has been expecting good numbers from IT and banking. HCL Tech’s  good results confirm the optimistic expectations and the banking results, particularly from the leading private banks, also are likely to be good. Unlike IT stocks where there is only limited valuation comfort, the banking stocks offer decent v...
Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-10-15 11:13:10 am
Morning Market Quote : This month, through 11th October, FPIs have sold equity for Rs 58710 crores Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Market from Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services     "This month, through 11th October, FPIs have sold equity for Rs 58710 crores. (Source: NSDL) This massive selling didn’t have a serious impact on the market since the entire FPI selling has been absorbed by DIIs who are receiving sustained fund inflows. This trend of FII selling and DII buying is likely to sustain in the near-term since Ch...
Morning Market Quote : This month, through 11th October, FPIs have sold equity for Rs 58710 crores Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : This month, through 11th October, FPIs have sold equity for Rs 58710 crores Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-10-14 09:39:12 am
Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "Market is likely to remain volatile in the near-term alternating between FII selling and DII buying. Attractive  valuations in other markets, particularly in Chinese stocks, will facilitate further selling by FIIs in India since Indian valuations are elevated. Concerns of earnings downgrades in H2 FY 25 render Indian valuations difficult to sustain. However,...
Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-10-11 10:29:06 am
Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "Investors can pay tribute to Ratan Tata and the great corporate empire he built by buying stocks like TCS, Tata Motors, Tata Steel, Tata Consumer and Indian Hotels. Ratan Tata, while pursuing the group’s growth, contributed substantially to India’s growth and millions of ordinary investors gained from the great man’s vision.   Al...
Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-10-10 10:18:13 am
Morning Market Quote : Globally stock markets have been resilient despite the escalating tensions in the Middle East Says Dr. V K Vijayakumar, Geojit Financial Service Below the Quote on Morning Market from Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "Globally stock markets have been resilient despite the escalating tensions in the Middle East. A big positive for equity markets is the strong US economy where the September non-farm job numbers have come surprisingly robust at 2.54 lakhs. The combination of a strong economy and declining inflation in the mother market of the US is a big positive. &nb...
Morning Market Quote : Globally stock markets have been resilient despite the escalating tensions in the Middle East Says Dr. V K Vijayakumar, Geojit Financial Service
Morning Market Quote : Globally stock markets have been resilient despite the escalating tensions in the Middle East Says Dr. V K Vijayakumar, Geojit Financial Service
Source: Geojit Financial Services
2024-10-07 09:19:53 am
Morning Market Quote : The hallmark of a bull market is its ability to climb all walls of worries Says Dr. V K Vijayakumar, Geojit Financial Service Below the Quote on Morning Market from Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The hallmark of a bull market is its ability to climb all walls of worries. This bull market is doing exactly that. The market is ignoring even the worsening situation in the Middle East. The steady US market yesterday signals the market’s belief that the conflict between Israel and Iran is unlikely to impact economies and corporate earnings. However...
Morning Market Quote : The hallmark of a bull market is its ability to climb all walls of worries Says Dr. V K Vijayakumar, Geojit Financial Service
Morning Market Quote : The hallmark of a bull market is its ability to climb all walls of worries Says Dr. V K Vijayakumar, Geojit Financial Service
Source: Geojit Financial Services
2024-10-03 10:48:47 am
Quote on FPI by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on Morning Market by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The strong FII buying witnessed this month continued for the week endi...
Quote on FPI by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Quote on FPI by Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services
2024-09-28 11:32:18 am