Expert view, Aug. 4 -- Vinit Bolinjkar, the head of research at Ventura, believes the Q1FY26 earnings of Indian corporates have been much better than expectations, especially on the profitability front. Bolinjkar said the Nifty 50 can reclaim the 26,000 mark in August, but negative global cues, macro data, or FII outflow can spoil the party. In an interview with Mint, Bolinjkar shared his outlook on the Indian stock market, key challenges, reasons behind the FPI (foreign portfolio investor) selloff and top stocks to buy. Here are edited excerpts of the interview:

Overall, Q1FY26 earnings have turned out to be quite encouraging-much better than what most of us were anticipating at the start of the quarter.

While revenue growth has remain...