Indian stocks offer a mixed outlook for 2026. Valuations are lower than historical averages, a positive sign. However, they remain pricier than regional markets like China and Korea. Foreign investors have stayed away for months. A turnaround in earnings, a trade deal with the US, or shifts in the US AI sector could draw them back.
ETMarkets Smart Talk | Renewables, defence to lead in FY27; infra and gas stocks offer high-risk opportunities: Siddarth Bhamre
Siddarth Bhamre expects renewables and defence to lead market performance in FY27, supported by structural tailwinds. Infrastructure and gas stocks may offer high-risk opportunities post-correction.