“Vikas Khemani is optimistic about the Indian equity market for 2026, expecting it to be a better year than 2025. This bullish outlook is driven by significant monetary and fiscal stimulus, resolution of US trade deal uncertainties, new FTAs, improved valuations after froth has cleared, and anticipated better foreign investor liquidity. He also maintains a positive view on earnings momentum, particularly for mid and smallcap companies, believing this environment will be good for them with attractive risk-reward, despite uncertainty on the exact timing of a meaningful pickup.”

Vikas Khemani’s track record: 5 graded calls · 95% CI 38–96%