ETMarkets Smart Talk: Earnings cycle nearing bottom; expect improvement in H2FY26 and beyond, says Darshan Engineer

November 11, 2025

Indian markets show resilience, with earnings hinting at a bottoming cycle and a projected recovery in H2FY26. Experts suggest a cautious approach to US-India trade talks, while precious metals are in a ‘pause for breath’ after a record run. The US Fed’s rate cut offers RBI room, potentially boosting cyclical stocks. Sectors like Capital Goods and BFSI appear attractive.

More To Explore

NFO flows hit a 5-year low in June quarter, SIPs stay robust

New fund offer collections by asset management companies fell significantly. Funds raised through new fund offers reached a five-year low in June. This sharp decline

July 28, 2026

FIIs increase PSU exposure, trim stakes in private banks

Foreign investors reduced holdings in top private banks over the past year. They increased stakes in select public sector lenders, showing a notable shift. This

July 28, 2026

Advertiser Disclosure

Great-investor.com helps users across the globe to find out The latest news, Guides, and Info about finance and investments. Furthermore, our content and research teams do not participate in any advertising planning nor are they permitted access to advertising campaign data.

Disclaimer

It is our organization’s primary mission to provide reviews, commentary, and analysis that are unbiased and objective. While great-investor.com has some data verified by industry participants, it can vary from time to time. Operating as an online business, this site may be compensated through third party advertisers. Our receipt of such compensation shall not be construed as an endorsement or recommendation by great-investor.com, nor shall it bias our reviews, analysis, and opinions. Please see our General Disclaimers for more information.

The information on this website does not constitute investment advice or a recommendation or a solicitation to engage in any investment activity. This website and its content are not intended for residents of the UAE, US, Canada, Australia, UK, Russia, North Korea, China, Japan, Hong Kong, Singapore and Iran.

Top10 International FZ LLE | 17th Floor, Creative Tower | 4422 | Fujairah | TRN: 100608946800003