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Below the Quote on Morning Market Views 12th September 2025 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited

"Globally stock markets are resilient drawing strength from the new records being set by the mother market US. The US market is bullish on expectations of rate cut from the Fed on September 17th. A 25 bp rate cut by the Fed is the near consensus now, but experts differ on the number of rate cuts after the September cut. Rising inflation in US, which has come at 2.9% yoy in August, is likely to get worse  from the tariff pass through which has started happening. Rising jobless claims at 263000 is a clear indication of a weakening labour market. 
In contrast, the macro picture in India is robust. Financial stability as reflected in FD and CAD numbers, GDP growth prospects remaining strong and falling inflation are positive indicators. After September 22nd the sharp rise in demand for consumer durables, particularly automobiles, will dominate economic and business news. This, in turn, will provide the positive sentimental support to the market. The joker in the pack will be the Trump tariffs. So, watch out for developments on that front."

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