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In the current environment, steady reforms combined with clearer earnings visibility will be crucial for reviving foreign investor participation, said Kotak Life's Radhavi Deshpande.
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Prosenjit Ganguly expects overall growth trajectory will continue to be well supported & tread a path of above par economic growth irrespective of intermittent shocks
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Real estate’s ripple effect on more than 200 other allied industries such as cement, steel, building materials, services, logistics, etc has the ability to create millions of jobs directly and indirectly, said Pankaj Pandey.
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Tariffs are a sentiment overhang and a short-term headache for markets, but they don’t materially alter the underlying fundamentals of the Indian economy or its long-term earnings trajectory, said Puneet Sharma.
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While through recent consolidation, froth has come out in many segments of midcap and smallcap space, but aggregate valuations still remain high, said Varun Lohchab.
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Both private banks and PSU banks are clearly outperforming the benchmark, as reflected by fresh breakouts and rising ratio line on their respective ratio charts versus the Nifty, indicating sustained relative strength, said Sudeep Shah.
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Sectors such as banks, metals, autos, and few capital goods are poised to benefit from sustained infrastructure push, uptick in credit growth, and consumption trends, said Karthik S.
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We expect the fiscal and monetary initiatives to start reflecting in the Q3 earnings and expect Q4 also to exhibit strong earnings growth.
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As global headwinds fade, AI trade crowding normalises, and earnings recovery becomes more visible, FII flows are likely to return gradually well before earnings growth fully settles into the mid-teens, said Anil Rego.
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Trilok Agarwal believes FY27 EPS growth will be in the low double-digit instead of mid-teens, leading to expectations of earnings normalisation rather than acceleration
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Notably, volumes have picked up sharply for the first time since November 12, 2025, indicating strong participation and conviction in the ongoing move of IndusInd Bank, said Ashish Kyal.
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The bigger support to growth will come from liquidity management, efficient policy transmission, and coordination between fiscal and monetary policy rather than headline rate cuts, said Gaurav Didwania.
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The December-quarter (Q3 FY26) earnings season is widely expected to build a strong base for subsequent quarters.
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Technically, Gold is extremely overbought on all time frames, said Rahul Ghose.
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Indian markets may stay pressured amid tariff uncertainty, while the ongoing corporate earnings season will be key in shaping investor sentiment and market direction ahead
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Delay in India–US tariff agreement could weigh on markets despite reasonable valuations of around 20x earnings and India's premium to emerging markets remaining below long-term averages, said LGT’s Chakri Lokapriya
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Broader markets are also showing signs of strain. This widespread deterioration highlights a clear contraction in risk appetite, reinforcing the need for a cautious, defensive, and highly selective approach in the near term, Sudeep Shah said.
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In Budget 2026, continuity in public capex, particularly in infrastructure, defence, energy transition, and logistics, will sustain the investment cycle, said Pradeep Gupta.
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In the near term, focus is firmly on the upcoming Union Budget and the extent to which the government is willing to deploy fiscal measures to support growth, said Divam Sharma.
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IT sector looks especially compelling on a 3–5 year view, as the sector is back to its historical valuation range, said Carnelian’s Manoj Bahety.
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Budget 2026 is likely to emphasize targeted, sector-specific incentives aimed at crowding in private capital expenditure, said Quest’s Rakesh Vyas.
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In the upcoming Union Budget, Vikas Gupta believes the Government can unleash large capex plans under infrastructure, power, railways and defence.
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Ashish Gupta of Axis MF maintains an overweight stance on consumption. The positive impact of GST rationalization is seen across consumer discretionary companies which have reported strong festive-season sales.
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Indian equities began 2026 strongly as Nifty50 hit a record, extending weekly gains, led by autos and earnings optimism, with midcaps outperforming despite FII selling
