Earnings momentum and trade clarity to drive markets: Vikas Khemani

February 11, 2026

Market experts note that Q3 earnings met expectations, with mid and smallcaps showing strong performance. Resolutions in US trade deals have boosted corporate confidence, especially for exporters. Analysts are optimistic about 2026, anticipating a better year than 2025 due to monetary and fiscal stimulus, lifted tariff uncertainties, and improved valuations, with a focus on stock-specific opportunities.

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