As India approaches 2026, investors are shifting focus from dominant sectors to lagging ones like IT, real estate, and platform businesses. Rajat Sharma sees significant opportunity in IT, citing depressed valuations and potential currency tailwinds, while also favoring select fintech and platform companies with strong distribution.
Macro headwinds are behind us; largecaps poised to outperform: Prashant Jain
India’s equity markets are poised for a positive turn as economic challenges recede, according to Prashant Jain. He highlights strong domestic fundamentals, improving external balances,