Nimesh Chandan Bullish: Double-Digit Profit Growth by H2FY26, Strong Market Rally Ahead

• Nimesh Chandan expects corporate profit growth to hit double-digits in H2FY26 and mid-teens in FY27, driven by economic activity and benign commodity costs.
• The Fed's rapid easing phase is likely over; January is a pause, not a pivot, with a slower, data-dependent path for future rate cuts.
• India remains a "clear bright spot" for FII inflows due to strong economic growth, macro stability, and political certainty.
• Nifty is well-placed for continued positive returns in 2026, with broader market recovery expected as earnings improve and uncertainties reduce.
• Bullish on non-ferrous metals for the next year, expecting a recovery in the commercial vehicle segment and a potential rupee recovery in 2026.

Why It Matters: Nimesh Chandan foresees accelerated earnings growth, a strong market, and FII inflows for India in 2026.