2025-02-27 10:53:25 am | Source: Geojit Financial Services Ltd
Sharp correction in the broader market has made the valuations in certain segments attractive. Defence stocks, which had run up too much too fast, have corrected sharply making their valuations attractive for long-term investors.
Morning Market Quote : In FY25, so far, FIIs have sold stocks in the cash market for Rs 3,87,976 crores 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
"In FY25, so far, FIIs have sold stocks in the cash market for Rs 3,87,976 crores. Interestingly, the DIIs have more than compensated for this selling through buying for Rs 5,55,519 crores. Despite this, the market has been trending down. It is possible that the activity of HNIs, UHNIs and family offices which are not reflected in the DII data are also impacting the market. This smart investor category might have been on the sell side since they move with the fundamentals, and, fundamentals have been deteriorating with the cyclical slowdown in GDP growth and corporate earnings.
Sharp correction in the broader market has made the valuations in certain segments attractive. Defence stocks, which had run up too much too fast, have corrected sharply making their valuations attractive for long-term investors.
Since a broad rally in the market will need indications of recovery in growth and earnings, investors can focus on micros rather than macros in the near-term. Plenty of stock-specific action ahead, despite headwinds from FII selling and Trump tariffs news."
Above views are of the author and not of the website kindly read disclaimer
Disclaimer:
The content of this article is for informational purposes only and should not be considered financial or
investment advice. Investments in financial markets are subject to market risks, and past performance is
not indicative of future results. Readers are strongly advised to consult a licensed financial expert or
advisor for tailored advice before making any investment decisions. The data and information presented
in this article may not be accurate, comprehensive, or up-to-date. Readers should not rely solely on the
content of this article for any current or future financial references.
To Read Complete Disclaimer Click Here
Latest News

S Jaishankar issues call to BRICS to defend global t...

Indigenous 4G stack, 97,500 swadeshi BSNL towers to ...

Auto Sector Update : Strong >20% festive demand spik...

BSNL`s 4G stack reflects India`s journey from depend...

GST 2.0 to spur growth in Haryana`s auto, textiles, ...

Insurance Sector Update : Insurance in GST 2.0 ? The...

India moves closer to global certification for 10 fi...

Buy AGI Greenpac Ltd For Target Rs. 1,520 By Emkay G...

Hyundai Motor India shares may fall 26 pc: InCred Eq...

Buy Hindalco Industries Ltd For Target Rs. 900 By Em...
Tag News

Technical Forecast : Nifty tanks; crucial support at 24450-24500 band by Vaishali Parekh, Vi...

Quote on Copper Market Commentary for 26th September 2025 by Mr. Navneet Damani, Head of Commodity Research, Motilal Oswal Financial Services Ltd

The Indian Corporate Bond Market Interview September 2025 with Vishal Goenka, Co- Founder, IndiaBonds.com

Nifty, Sensex see sharp decline this week amid H-1B, pharma tariff concerns