BofA expects Nifty to deliver up to 11.4% returns by CY26 as earnings cuts ease, growth prospects improve and FII outflows may reverse. Largecaps are likely to outperform, while SMIDs offer selective opportunities but face sharper downside risks.
India’s weight in global emerging-market ETFs rises again
India’s weight in major global emerging-market ETFs has begun to recover recently. This rise follows a steady decline over the past year, showing improved performance.