October 27, 2026
Business

ETMarkets Smart Talk | From liquidity to earnings: Why 2026 will be a stock-picker’s market, Nikhil Khandelwal decodes(Soban News)

Indian equities enter 2026 on a mature footing, shifting from liquidity-driven gains to an earnings-focused environment. Investors must prioritize stock-specific conviction and balance-sheet strength as broad market exposure yields to selective, bottom-up stock picking. Key sectors like financials, capital goods, and select exporters are poised for growth.

​Indian equities enter 2026 on a mature footing, shifting from liquidity-driven gains to an earnings-focused environment. Investors must prioritize stock-specific conviction and balance-sheet strength as broad market exposure yields to selective, bottom-up stock picking. Key sectors like financials, capital goods, and select exporters are poised for growth. by Soban News (international And National News)

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