New Delhi, Nov. 21 -- Nifty 50 is expected to deliver 15% earnings growth over FY26-27, while Capital Goods, Defence, Renewables, Realty and EMS are some of the infrastructure themes which look interesting at the current juncture, said Bharti Sawant, Fund Manager at Mirae Asset Investment Managers (India).

In an interview with Livemint, Sawant highlighted the multiple factors which led to market correction over the last 18 months, including global reallocation of funds by FIIs, high valuations, investments in AI driven stocks (primarily US & China), US trade chaos and domestic growth slowdown.

She expects the Indian stock market to track earnings growth hereon and believes Infrastructure, Consumption and Financials would be key drivers ...