New-age companies like PhonePe, Zepto, and Oyo are gearing up for IPOs in 2026, aiming to raise nearly ₹50,000 crore. Investor appetite will depend on market conditions and the profitability of these tech businesses, as public investors become more selective on valuations and cash flow.
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,