OmniScience's Ashwini Shami: Power, Logistics, Professional Services to Lead 2026

• Ashwini Shami sees strong growth in power, logistics, and professional services for 2026, noting they are currently undervalued.
• Banking and financial services are expected to reprice positively as corporate capital expenditure picks up.
• Large-cap companies offer more favorably priced opportunities compared to mid-caps, which appear fully priced.
• RBI has no immediate urgency for further rate cuts, but another cut in 2026 is possible if inflation remains low.
• The Indian market outlook is favorable due to strong economic growth, with Nifty 100 trading at a lower P/E (22x) than S&P 500 (28x).

Why It Matters: It offers crucial insights for 2026 investment strategies and market trends.