Pramod Gubbi of Marcellus Investment Managers expects India’s IT sector to recover in 2026 as valuations turn attractive and global rate cuts revive tech spending. He sees earnings momentum improving across consumption, healthcare and lenders, supported by domestic stimulus and stable flows.
FPIs’ outflow nears Rs 33,000 crore in May on weaker rupee
However, the trend reversed in March, when foreign investors pulled out a record Rs 1.17 lakh crore. The selling continued in April with net outflows