Pramod Gubbi of Marcellus Investment Managers expects India’s IT sector to recover in 2026 as valuations turn attractive and global rate cuts revive tech spending. He sees earnings momentum improving across consumption, healthcare and lenders, supported by domestic stimulus and stable flows.
Is the smallcap rally a trap? Only 37% of stocks are outperforming their benchmark
India’s recent smallcap surge indicates that less stock is outpacing the benchmark index, revealing a narrowing group of successful stocks boosting overall returns. Conversely, largecap