Despite global uncertainty, Vikas Khemani, Founder of Carnelian Asset Management and Advisors remains optimistic about the Indian market through 2026. He believes 2025 may not be a blockbuster year, but 2026 could deliver strong returns.

“We are seeing earnings recovery, monetary stimulus, fiscal stimulus. India has delivered negligible returns this year in dollar terms. All the stars seem to be getting aligned,” he said.

He added that big risks usually come unexpectedly, but he sees no major structural risks for India today.

Khemani views the recent sharp correction in the broader markets as a healthy cleansing process that is clearing out froth and creating opportunities for stock pickers.

This cleaning process is structurally good for the market's health and reinforces the importanc

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