Mahesh Patil, Chief Investment Officer at Aditya Birla Sun Life Asset Management Company , has a constructive outlook on the Indian market, and believes returns will likely align with earnings growth in the coming year. He projects a potential market upside of 10-14% and recommends a cautious, basket-based approach for investing in new-age technology companies.

Patil highlighted several factors supporting his view: the halt in earnings downgrades after four weak quarters, an improved earnings outlook from the October-December quarter of 2025 (Q3FY26) onwards, and a potential consumption boost from goods and services tax (GST) cuts, especially for the auto sector.

On the global markets, expectations of a US-China trade deal and the return of foreign investors, who were net buyers in Oc

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