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Domestic earnings recovery to support markets in 2026, but FII return key for sustainable rally: Sudip Bandyopadhyay

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Indian markets may see a stronger 2026 as domestic corporate earnings improve, driven by tax relief, GST rationalisation and a consumption rebound, says market expert Sudip Bandyopadhyay. However, a sustained equity rally will depend on the return of foreign institutional investors, policy clarity on capital gains tax and STT, and stable macro conditions including healthy inflation.














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