ETMarkets Smart Talk: Earnings cycle nearing bottom; expect improvement in H2FY26 and beyond, says Darshan Engineer

Indian markets show resilience, with earnings hinting at a bottoming cycle and a projected recovery in H2FY26. Experts suggest a cautious approach to US-India trade talks, while precious metals are in a ‘pause for breath’ after a record run. The US Fed’s rate cut offers RBI room, potentially boosting cyclical stocks. Sectors like Capital Goods and BFSI appear attractive.

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