New Delhi, Jan. 10 -- Bhuvaneshwari A., Managing Director (MD) and CEO of SBICAP Securities, believes the Indian market is currently better positioned than it was in 2025 due to anticipated earnings growth, valuation normalisation, and a revival in domestic demand. In an interview with Mint, the MD and CEO of SBICAP Securities shared her market outlook, views on India's growth-inflation dynamics, and expectations from the Union Budget 2026.

We view 2026 with a sense of constructive optimism. The Indian market is currently better positioned than it was a year ago, supported by several fundamental tailwinds:

(i) Earnings acceleration: We anticipate a return to double-digit earnings growth for FY27 and FY28, providing a sharp recovery from...