India’s market rally is just getting started: Emkay strategist on IT, smallcaps and sectors to buy

Source: The Times of India· Nikhil Agarwal· August 7, 2026
India’s market rally is just getting started: Emkay strategist on IT, smallcaps and sectors to buy

We believe the market is in the early stages of a broader rally. Recent resilience suggests a durable bottom is forming, supported by two key drivers: a broad-based earnings recovery across sectors and the return of FPI inflows (Rs 202bn in Jul-26), which sho…

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