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Below the Quote on Morning market 12th November 2026 by Dr. VK Vijayakumar, Chief Investment Strategist, Geojit Investments Limited?

"The Nifty rally of 9.55% in seven trading sessions so far in November is being led primarily by the aggressive buying by the FIIs. The tug of war between the FIIs and DIIs till November saw the FIIs  on the sell side and DIIs on the buy side. Now the positions have been completely reversed with FIIs turning aggressive buyers and DIIs turning consistent sellers. This FIIs vs DIIs position will set the market trend in the near-term. FIIs have already invested Rs 65735 crores in Indian equities so far in November. This trend is likely to continue and has the potential to reach an all-time high number. Impressive earnings growth as evidenced by the good Q2 results and the macro relief from lower crude prices (Brent around $92) will support the rally. DIIs may continue profit booking putting brakes on the rally. 

An important data to watch today will be the October CPI inflation number. There is a risk of the CPI inflation print around 6%. A 25 bp rate hike in December followed by another 25 bp hike in February are on the cards. This will impact rate sensitives."

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