Mirae Asset Investment Managers anticipates a strong cyclical recovery in India, fueled by monetary easing and tax cuts. Key beneficiaries include banking, NBFCs, real estate, and capital goods sectors, with FY26 expected to see a revival in earnings growth. The firm remains constructive on the lending ecosystem and expects continued strength in cyclical parts of the economy, particularly real estate.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets