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India Inc. is expected to take cues from improving corporate earnings at the end of the year to post higher growth heading into the first half of 2026, according to Chetan Sheth, APAC Equity Strategist at Nomura.

Sheth explained why Nomura remains constructive on Indian equities even at a time when foreign investors have appeared tentative to enter the Indian markets.

“We have a constructive view on equities in the early parts of the year, with the main reason being strong earnings growth expected in 2026," Sheth told NDTV Profit .

The Nomura analyst believes India will be one of four economies to post double-digit earnings growth heading into 2026, although he did warn that the second half the year could see challenges.

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