VK Vijayakumar, Chief Investment Strategist at Geojit Financial Services, says foreign investors are likely to rotate back into India as global AI stocks retreat and the AI trade loses momentum. He adds that domestic investors will pivot toward growth opportunities beyond IT, including pharmaceuticals, cement, autos and telecom.

Shares of stockbroking firms continued to slide on Monday after Finance Minister Nirmala Sitharaman announced an increase in the Securities Transaction Tax (STT) on Futures and Options trade to discourage small investors from speculative trading in derivatives. The stock of Billionbrains Garage Ventures, the parent company of Groww, tanked 5.86 per cent, Geojit Financial Services lost 2.98 per cent, Anand Rathi Share And Stock Brokers declined 2.30 per cent, Angel One edged lower by 2.26 per cent, and 5paisa Capital dipped 2 per cent on the BSE. These stocks had also faced selling pressure in the previous trade. ''Indian equities ended sharply lower on Sunday as the Finance Minister proposed an increase in the STT on F&O transactions in the Union Budget 2026. Higher STT directly impacts the trading profitability for active participants and raises concerns around liquidity and volume growth. This triggered a strong selling pressure in capital market stocks including brokerages and exchanges,'' Ajay Menon, MD & CEO – Wealth Management, Motilal Oswal Financial Services, said.

According to VK Vijayakumar, Chief Investment Strategist at Geojit Financial Services, FPIs not only continued their selling spree in the week ended January 23 but also intensified it. The sustained outflows have wiped off Rs 16 trillion in market capitalisation for the week alone, contributing to a 2.5% decline in the Nifty index.

… EPC Irrigation, Kesoram Industries, Emerald Finance , Chembond Material Technologies, Neptune … Key Corporation, Mapro Industries, Viji Finance , and Tree House Education and … of India, Federal Bank, Geojit Financial Services, JB Chemicals & Pharmaceuticals …

… of India’s most formidable financial institutions, combining scale, digital depth …

Indian seafood exporters surged as much as 11% on Wednesday following media report that China had notified Japan of plans to suspend imports from the country, a move that could shift demand toward alternative suppliers such as India. Beijing just months ago partially eased restrictions on Japanese seafood. However, the potential renewal on the ban could deal a sharp blow to companies hoping to regain access to a market that once accounted for more than 20% of Japan’s seafood exports. On the flip side, a potential rise in Chinese demand could offer a lifeline to Indian seafood exporters squeezed by steep tariffs imposed by the United States, the country’s biggest market, with clients including major retailers such as Walmart and Kroger. Total seafood exports from India globally stood at $7.4 billion last year, with shrimp accounting for 40%. China to suspend imports of Japanese seafood amid diplomatic dispute, media reports With the tariff issue weighing on shipments, companies have been looking to diversify their export markets, said Vincent K Andrews, equity research analyst at Geojit Financial Services.

… in October, foreign portfolio investors (FPIs) have once again … profit-taking, and shifting investor sentiment toward markets favoured … of volatility in foreign investment patterns, states a … India VK Vijayakumar, Chief Investment Strategist at Geojit Financial …

Mumbai/IBNS: Bajaj Finance , Oil & Natural Gas … reported. On Monday, Bajaj Finance and ONGC will produce their … Head of Research at Geojit Financial Services, told the daily, … in focus due to robust financial performance, improving asset quality, …

… with non-banking finance major Bajaj Finance and PSU giant … other prominent names including Muthoot Finance , IRCTC, Voltas, and … of Research at Geojit Financial Services, said Indian equities … focus due to robust financial performance, improving asset quality …