21 Nov 2025 | 5 Mins Read
Nifty 50 to see 15% earnings growth
Flipitmoney
Bharti Sawant, Fund Manager at Mirae Asset, expects the Indian stock market to track earnings growth, driven by infrastructure, consumption, and financials. She predicts Nifty 50 to deliver 15% earnings growth over FY26-27. Key themes to watch are infrastructure (Capital Goods, Defence, Renewables, Realty, EMS) and consumption, with infrastructure valuations corrected.