Indian markets are shifting focus to company earnings and liquidity. The India-US trade deal has eased pressures. Investors are recalibrating strategies for 2026. Small and midcap stocks offer opportunities but require careful selection. Earnings visibility and balance sheet strength are key. Global trade and liquidity will guide market direction.
PSU rally shows momentum, but strategic picks remain in defence and power: Dharmesh Kant
Public sector stocks are experiencing a surge, with defence and power sectors showing promise due to robust order books and improving execution. While defence is