Quote on Morning Market Views 10th September 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
Below the Quote on Morning Market Views 10th September 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited
"A major positive for the market today comes from President Trump’s initiative to improve India-U.S. relations and PM Modi’s positive response to the same. However, from past experience the market should judge President Trump by his actions and not words.
Investors should understand that the major challenge that the market is facing now is the high valuations, particularly in the broader market, which will constrain any potential rally. India is hugely underperforming other markets now. For Instance, while Hang Seng and Kospi delivered 51 % and 31% returns during the last one year Nifty delivered -0.69 % return: huge underperformance. Massive sustained selling by FIIs triggered by high Indian valuations is the principal reason for this underperformance. FIIs who sold in India and moved money to other markets have gained. Therefore, they might do it again. A change in this trend will happen when indications of a recovery in earnings emerge."
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