News

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
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   "There are no immediate near-term triggers that can take the market sharply up or down. Up moves may attract selling by FIIs who are likely to move some more money to China and Hong Kong since these markets are cheap and are witnessing an uptrend now. But FII selling is unlikely to push the market down significantly since the ample domestic liquidit...
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.
2024-09-26 09:25:57 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   "The Chinese monetary stimulus measures lifted the Chinese and Hong Kong markets yesterday and if the rally continues it is possible that FIIs will move more funds to invest in these markets which are highly attractive on valuations. In India metal stocks rallied in response to the Chinese stimulus measures.     Above views are ...
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.
2024-09-25 09:21:59 am
Morning Market Quote : The big Fed rate cut by 50 bp has the potential to take equity markets into a consolidation phase with an upward bias 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     "The big Fed rate cut by 50 bp has the potential to take equity markets into a consolidation phase with an upward bias. The Fed chief Powell’s remark that “we have gained greater confidence that inflation is moving sustainably towards 2%” is a very optimistic commentary of the US economy. At the same time US growth continues to&n...
Morning Market Quote : The big Fed rate cut by 50 bp has the potential to take equity markets into a consolidation phase with an upward bias Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The big Fed rate cut by 50 bp has the potential to take equity markets into a consolidation phase with an upward bias Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-09-19 09:14:39 am
Morning Market Quote : There are some significant recent trends in the 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   "There are some significant recent trends in the market: One, there is weakness in the mid and small caps segments; two, the banking segment which has been a consistent underperformer is exhibiting resilience and is moving up; three, defensives like pharmaceuticals and FMCG are slowly gaining and there are signs of accumulation in these segments. The m...
Morning Market Quote : There are some significant recent trends in the market Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : There are some significant recent trends in the market Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services
2024-09-10 09:41:45 am
Morning Market Quote : The presidential election is tight now and can go both ways 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   "Market is likely to turn volatile in the coming days as indicated by the spurt in CBOE VIX by 12% to 23.50. Two factors are likely to weigh on markets: one, the outcome of the US presidential elections and two, the Fed decision on rate cut. The presidential election is tight now and can go both ways. The market will be concerned about a possible Trump v...
Morning Market Quote : The presidential election is tight now and can go both ways Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The presidential election is tight now and can go both ways Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services
2024-09-09 12:56:51 pm
Morning Market Quote : There are two distinct trends in the market now which can be observed In the secondary and primary 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   "There are two distinct trends in the market now which can be observed In the secondary and primary markets. In the secondary market, recently, there is a positive trend with high quality stocks being accumulated and moving up. Bajaj Finance, ITC, Bajaj Auto and Maruti are examples of this healthy trend. At the same time there is froth in segments of &nb...
Morning Market Quote : There are two distinct trends in the market now which can be observed In the secondary and primary markets Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : There are two distinct trends in the market now which can be observed In the secondary and primary markets Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services
2024-09-03 09:36:26 am
Morning Market Quote : The market has entered a zone of steady but mild up-move caused by accumulation of quality largecaps 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 market has entered a zone of steady but mild up-move caused by accumulation of quality largecaps. FIIs turning buyers last week mainly due to some large bulk deals also has improved sentiments in the market. If the market closes positive today that will be a record for the Indian stock market with the Nifty posting a record 13-day winning ...
Morning Market Quote : The market has entered a zone of steady but mild up-move caused by accumulation of quality largecaps Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The market has entered a zone of steady but mild up-move caused by accumulation of quality largecaps Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services
2024-09-02 10:03:30 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   "FPI investment in equity is steadily coming down recently with net investment of only Rs 7320 crores in August compared to Rs 32365 crores in July. The fundamental reason for the poor FPI interest is the high valuation in the Indian market. With Nifty now trading at above 20 times estimated FY 25 earnings, India is the most expensive market in the world now. FPIs have oppor...
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
2024-09-01 09:50:47 am
Market Quote : The significant feature of the recent trend in the market is the lack of volatility SaysDr. 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 significant feature of the recent trend in the market is the lack of volatility. The market has been steadily climbing up during the last 11 trading sessions with volatility index VIX declining to 13.79. Continuation of accumulation of quality largecaps by the DIIs and HNIs and the FIIs reducing their selling significantly and buying on certain days ha...
Market Quote : The significant feature of the recent trend in the market is the lack of volatility SaysDr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Market Quote : The significant feature of the recent trend in the market is the lack of volatility SaysDr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services
2024-08-30 09:54:20 am
Quote on SME IPO trend by V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services Below the Quote on SME IPO trend by V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "SMEs, who contribute substantially to India’s GDP and employment generation, getting access to the capital market is a positive and desirable development. This has to be encouraged. But recent developments indicate excesses. IPOs of SMEs without any track record and sound financials are getting oversubscribed many times, driven by retail investors chasing listin...
Quote on SME IPO trend by V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Quote on SME IPO trend by V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-08-29 02:14:24 pm
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 Morning Market Quote from Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The market has entered a consolidation phase with low volatility and this trend is likely to continue in the near-term. Falling bond yields in the US has restrained FII selling and they have even turned marginal buyers. Going by previous trends, DIIs are likely to sell if FIIs continue to buy. This trend will keep the market within a range with a slight upwar...
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.
2024-08-28 12:26:29 pm
Morning Market Quote : There are both headwinds and tailwinds for the market now 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   "There are both headwinds and tailwinds for the market now. Headwinds are coming from the escalation of the geopolitical tensions in the Middle East and Ukraine. Brent crude has shot up above $ 81. The strongest tail wind comes from the expected rate cuts  by the Fed which will spill over to other central banks including the RBI. The Indian economy now n...
Morning Market Quote : There are both headwinds and tailwinds for the market now Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : There are both headwinds and tailwinds for the market now Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-08-27 10:16:39 am
Morning Market Quote : Global as well as domestic factors are likely to influence the market this week Says Dr. V K Vijayakumar, Geojit Financial Services Below the Quote on Morning Market Quote from Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services     "Global as well as domestic factors are likely to influence the market this week. Globally stock m...
Morning Market Quote : Global as well as domestic factors are likely to influence the market this week Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : Global as well as domestic factors are likely to influence the market this week Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-08-12 02:13:56 pm
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   "Globally stock markets witnessed a sharp correction for the week ended 9th August. The correction was triggered by the un...
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
2024-08-10 03:52:13 pm
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   "The recent trend in institutional activity in the market indicates a clear trend. FIIs are in a risk-off mood and are playing it safe with sustained selling. During the last four days FIIs have sold for Rs 20228 crores in the cash market. This is a rational thing to do given India’s elevated valuations and the concerns surrounding recession fears in th...
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
2024-08-08 09:23:45 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   "After the twin jolts from US recession fears and the unwinding of the Yen carry trade, stock markets globally are slowly limping back to stability. The message from the Bank of Japan that  “rates will not be hiked when markets are unstable” will help in stabilising the Yen and prevent further massive unwinding of the Yen carry trade. &nbs...
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
2024-08-07 11:18:49 am
Quote on FPI By Dr. V K Vijayakumar ,Geojit Financial Services & Alchemy Capital Management Below the Quote on Quote on FPI By Dr. V K Vijayakumar ,Geojit Financial Services & Alchemy Capital Management    "FPI investment has been inconsistent recently alternating between buying and selling. This is in sharp contrast to the consistent buying by DIIs. Total FPI buying in equity in July stood at Rs 32364 crores. In debt FPIs invested Rs 22363 crores in July. For CY 2024 total FPI investment in equity stands at Rs 35565 crores. (Source: NSDL)   Go...
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
2024-08-03 04:46:42 pm
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.   FPI investment in equity through 26th July stands at Rs 33688 crores. During the same period FPI investment in debt stands at Rs 19222 crores. For 2024 through 26th July FPI investment in equity stands at Rs 36888 crores and the investment in debt stands at Rs 87846 crores. (Source: NSDL)   A significant trend in the FPI and DII investment in equity is that ...
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
2024-07-27 05:52:36 pm
Quote on Post Budget by Dr V K Vijayakumar, Chief Investment Strategy, Geojit Financial Services Below the Quote on Post Budget by Dr V K Vijayakumar, Chief Investment Strategy, Geojit Financial Services    "The overarching theme of this Budget is fiscal consolidation and focus on employment generation. The reduction in fiscal deficit target for FY 25 from 5.1% in the interim Budget to 4.9% now reflects the government’s focus on growth with financial stability. This, along with Rs 11.11 lakh crores (3.4% GDP) of capex in FY25 augurs well for the growth of the e...
Quote on Post Budget by Dr V K Vijayakumar, Chief Investment Strategy, Geojit Financial Services
Quote on Post Budget by Dr V K Vijayakumar, Chief Investment Strategy, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-07-24 10:13:25 am
Morning Market Quote : The US 10-year bond yield declining to 4.21 % may nudge FIIs to buy more Says 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.   "Higher highs and higher lows are clear indicators of a strong bull rally. This is happening now in the Nifty which has set four days of record highs. Net institutional activity has turned positive with both FIIs and DIIs turning buyers. The US 10-year bond yield declining to 4.21 % may nudge FIIs to buy more. This is pushing FII-heavy stocks like HDFC ...
Morning Market Quote : The US 10-year bond yield declining to 4.21 % may nudge FIIs to buy more Says Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Morning Market Quote : The US 10-year bond yield declining to 4.21 % may nudge FIIs to buy more Says Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-06-19 12:35:53 pm
Morning Market Quote : The undercurrent of the market continues to be bullish Says Dr. V K Vijayakumar, Geojit Financial Services Below the Morning Market Quote from Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services   "The undercurrent of the market continues to be bullish. Sustained huge domestic flows is the principal driver of this rally. It is also important to understand that there is fundamental support to the rally from the strong economic growth and good corporate earnings. Global support from the mother market US, which is setting new records, also is a positive fa...
Morning Market Quote : The undercurrent of the market continues to be bullish Says Dr. V K Vijayakumar, Geojit Financial Services
Morning Market Quote : The undercurrent of the market continues to be bullish Says Dr. V K Vijayakumar, Geojit Financial Services
Source: Geojit Financial Services Ltd
2024-06-18 09:03:45 am
Quote on FPI : FPIs bought equity for Rs 6521 crores on June 3rd in response to exit polls say 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 first week of June witnessed massive volatility in FPI flows in response to exit polls and the actual election results. FPIs bought  equity for Rs 6521 crores on June 3rd in response to exit polls. But when the actual results fell far short of what the exit polls indicated, the market crashed on June 4th and FPIs, too, panicked and sold stocks for Rs 12259 cr...
Quote on FPI : FPIs bought equity for Rs 6521 crores on June 3rd in response to exit polls say Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services.
Quote on FPI : FPIs bought equity for Rs 6521 crores on June 3rd in response to exit polls say Dr. V K Vijayakumar, Chief Investment Strategist, Geojit Financial Services.
Source: Geojit Financial Services Ltd
2024-06-16 09:22:17 am