The Economic Times News

Markets to bounce back in 2026: Earnings revival, consumption and capex to drive rally: Nimesh Chandan

Indian equity markets are set for a stronger 2026 as earnings growth revives, consumption picks up and capex improves, says Bajaj Finserv Asset Management CIO Nimesh Chandan. Largecaps remain attractive, smallcaps are back on the radar after corrections, and sectors like financials, healthcare and consumption offer fresh opportunities for investors.