India's equity markets poised for growth cycle
after close1 source ↓written by the desknot a recommendation
India's equity markets are set for a growth phase, according to Trideep Bhattacharya, President & CIO–Equities at Edelweiss Mutual Fund. With valuations normalizing and earnings momentum improving, he anticipates an earnings upgrade cycle starting in 2026, driven by domestic consumption and infrastructure themes.
This outlook comes after a year of consolidation, where valuations have aligned closer to long-term averages, despite global uncertainties affecting market sentiment.
Not investment advice. For informational purposes only.