News

Market rally ahead? Earnings revival, PSU banks & NBFCs in focus, says InCreds Aditya Sood

Indias market is entering a new earnings-led cycle, says InCred AMs Aditya Sood. With Nifty earnings expected to grow 1012% and midcaps set to outperform, sectors like PSU banks, NBFCs, CDMO pharma, metals and hospitals look attractive. Sood warns of an AI-led bubble in US markets and expects global money rotation to favour India in 202527.