IT Sector May Emerge as Dark Horse of 2026, Says Sunil Subramaniam
Published on: Jan. 1, 2026, 10:43 a.m. | Source: scanx.trade
Sunil Subramaniam identifies IT as a potential dark horse for 2026 after poor 2025 performance, citing AI investments, currency benefits, and FII flow potential. Real estate could benefit from policy support, GCC expansion, and improved REIT funding. GLP-1 drugs continue driving pharma growth while capex strategy shifts toward private sector enablement.
