2026 beats 2025 for stocks: Nilesh Shah sees FII comeback, new winners

Indian equity markets are poised for a stronger performance in 2026 compared to the sharp underperformance of 2025, driven by better earnings visibility, policy support and likely returns from foreign institutional investors (FIIs), said Nilesh Shah, Managing Director and CEO of Envision Capital.Speaking to ET Now, Shah said India’s relative underperformance last year was largely […]

Rupee at 90+: Why IT is Becoming a Safe Haven and Where the Real Risks Still Hide

The sharp fall in the rupee has given India’s IT sector a near-term profit cushion, but analysts caution against assuming a sustained revaluation. According to Sandip Agarwal, principal officer and co-founder of Sowilo Investment Managers, the recent rally in IT stocks is largely a defensive move as investors seek protection from currency volatility rather than […]