Global Markets
Home›Global Markets›India›Investor focus shifts to quality earnings as India out…
Investor focus shifts to quality earnings as India outlook stays supportive
Right Horizons PMS founder Anil Rego expects Nifty earnings to grow about 12% CAGR during FY26 to FY28, supported by domestic demand and improving profitability.
LiveMint Markets reports that Anil Rego, founder of Right Horizons PMS, says investors are rotating toward quality businesses with sustainable earnings growth rather than reacting to short-term geopolitical or macro headlines.
According to the interview excerpts, Rego links the renewed focus to broader earnings expectations, with India seeing projected Nifty earnings growth of around 12% CAGR during FY26 to FY28, alongside a view that broad-based earnings could grow at roughly 12% to 14% CAGR over the same period.
He also notes that while smart money has reduced ownership in some large benchmark stocks, foreign investors have expanded their holdings across a wider universe of companies, particularly in mid and small caps, suggesting an effort to find longer-term growth beyond index heavyweights.
Rego argues investors should not cut equity exposure solely due to current market uncertainty, saying any tariff-related risk could drive sharp initial market reactions but may not signal prolonged stress, with India’s long term growth story and corporate earnings outlook still intact.