ETMarkets Smart Talk | Selective small & midcaps to outperform; focus on quality over momentum in 2026, says Siddhartha Khemka

February 17, 2026

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.

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