2026 may deliver double-digit equity returns: Sunil Subramaniam

Indian equities are poised for a broad-based double-digit return in 2026, with midcaps and smallcaps expected to outperform stable largecaps. This recovery hinges on global developments like a trade deal, which could boost FII flows and export-oriented sectors. Domestic consumption and capital goods will drive growth otherwise, with real estate and financials also showing strong potential.