IT, Chemical Stocks Poised for Strong 2026 Earnings: PL Asset's Vora

• PL Asset's Siddharth Vora predicts 10%+ market rise in 2026 driven by earnings growth, liquidity, and demand.
• India is an attractive market due to favorable policies, strong government capex, and robust company balance sheets.
• Specific sectors, especially those linked to domestic demand, will see higher earnings growth; Financials, Metals, and Industrials may see upgrades in December quarter.
• IT and Chemicals identified as contrarian opportunities for 2026.
• Strong earnings expected in IT and Chemicals due to attractive valuations and stable demand after a weak 2025.

Why It Matters: IT and Chemical sectors offer strong earning potential in 2026, driven by attractive valuations and stable demand.