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IT may be dark horse of 2026; realty, pharma and capex also in focus: Sunil Subramaniam

IT may be dark horse of 2026; realty, pharma and capex also in focus: Sunil Subramaniam

Nifty IT could emerge as a contrarian winner in 2026 as rupee depreciation, AI-led consulting demand and expected Fed rate cuts boost earnings, says Sunil Subramaniam. He also sees strong recovery potential in real estate, GLP-1 driven pharma growth and a ren…

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