The Economic Times News

IT may be dark horse of 2026; realty, pharma and capex also in focus: Sunil Subramaniam

Nifty IT could emerge as a contrarian winner in 2026 as rupee depreciation, AI-led consulting demand and expected Fed rate cuts boost earnings, says Sunil Subramaniam. He also sees strong recovery potential in real estate, GLP-1 driven pharma growth and a renewed private-sector capex cycle shaping market leadership next year.