Outlook 2026: Valuations comfort, AI reset could put India back on FII radar: Punita Kumar Sinha

India’s equity outlook for 2026 looks brighter as valuations ease, domestic growth stays resilient and global investors reassess the crowded AI trade. Punita Kumar Sinha, Founding Partner of Pacific Paradigm Advisors explains why financials, selective IT, real estate and capex-led themes could drive returns, while stock selection and diversification remain crucial.