Earnings revival likely in 2026, time to build domestic-focused portfolios: Sridhar Sivaram
India’s corporate earnings may finally rebound in 2026 after a weak year marked by single-digit profit growth, says Sridhar Sivaram, Investment Director at Enam Holdings. He told ET Now that while early signs of improvement are visible, true earnings momentum will emerge only next year—powered by a key policy pivot, rate cuts and rising consumption. … Read more