Despite a challenging 2025 marked by earnings downgrades and FII selling, Indian equities are poised for a turnaround in 2026. Policy support and stabilizing earnings are expected to improve macros, setting the stage for a more constructive market environment. While large caps are anticipated to lead the recovery, mid and small caps also show improving earnings trajectories.
Source: UTI AMC’s V. Srivatsa on why 2026 could be better than a tough 2025 for equity investors
