Well, so there are two competing narratives. One is the narrative on regulation and maybe even on taxes, clarity on greater confidence in taxes not going up. But on the other hand, and maybe some cutting in government spending, so those would be the positive parts of what the market will like.
Beyond the Nifty slump: Sandeep Bagla on why largecap valuations are ripe for comeback in 2026
Sandeep Bagla of TRUST Mutual Fund sees corrected large-cap valuations as a prime entry point for 2026, especially in banking and IT. Their new Large