Stock Market: The year 2026 will be better, expectations from foreign investors have increased, why are experts saying this?:New concerns over the tariff deal have put pressure on the market and Nifty has fallen by more than 200 points.

News Topical, Digital Desk : The stock market continues to decline, and Thursday saw further acceleration. The Nifty fell more than 200 points, falling below 25,950. Despite strong domestic cues, the market is continuing to decline due to fears of US tariffs and selling pressure from foreign investors. However, amid this, experts remain positive about future prospects. They say FII selling has been ongoing for a long time and is likely to slow down. Corporate results may also be better than before, suggesting that the market may perform better amid renewed pressure.

Jyotivardhan Jaipuria, founder and managing director of Valentis Advisors, said tariff-related stocks are again under pressure as hopes for a trade deal are fading. However, the rest of the market could be supported by improved corporate earnings and a slowdown in selling by foreign investors. Jaipuria believes this year will be better for equities than last year, primarily driven by a recovery in earnings. After several quarters of single-digit growth, he sees the possibility of double-digit earnings growth in the coming quarters. He also says that foreign institutional investors (FIIs) may return to buying this year, as India underperformed the MSCI Emerging Markets Index last year, and valuations are now closer to their long-term averages. He said that FIIs will now sell less, and a change in their stance could support the market throughout the year.

where growth is likely. Sectorally, Jaipuria expects the metal sector to perform well over the next 12 to 18 months, even if volatility persists. He cited the recent safeguard duty on hot-rolled coils, which could support domestic producers. According to him, "This is a sector where investors can make money," as protectionist measures could be helpful for the sector this year. Jaipuria doesn't expect a strong recovery in IT stocks, including TCS and Infosys. He cited structural challenges related to artificial intelligence, saying these could lead to weak growth for several years to come. He added that Valentis Advisors remains underweight in the IT sector and considers any purchases to be tactical, not long-term. According to Jaipuria, the chemicals and pharma sectors are worth watching selectively. While the broader chemicals sector remains challenged by competition from China, stock-specific triggers related to new capacity or exports could boost earnings. He also said that pharma stocks have been underperforming for a long time and are now at levels where negativity may have already been factored into prices.