Indian equities are expected to consolidate in a narrow range over the next few months as corporate earnings remain the missing link, says Trideep Bhattacharya of Edelweiss MF. While macro headwinds have eased and policy momentum has improved, meaningful earnings revival is seen only in H2FY26. Consumption, financials, and defence are key sectors to watch, with selective midcap exposure advised.
Earnings growth to stay robust at 14–16%; IT correction a buying opportunity: Vikas Khemani
India’s IT sector is poised for a comeback, with AI expected to boost, not hinder, growth. Vikas Khemani of Carnelian Asset Management sees excessive pessimism,
July 3, 2026