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India’s earnings growth seen reviving amid macro tailwinds
The Daily Guardian
|October 10, 2025
Driven by favourable policy moves, lower rates, and improving liquidity conditions, India’s domestic investment cycle, will rebound in corporate earnings in the second half of Financial Year 2026 noted a report by brokerage firm Antique Stock Broking.
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The report noted that “We continue to believe in the domestic investment theme and turn tactically positive on financials. Service exports like IT services and domestic consumption (staples) may continue to be a drag on growth.”
The firm underscored that the ongoing capex momentum, coupled with policy support, is expected to provide a boost to investment-linked sectors even as traditional export engines remain subdued.
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