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AI‑Led Themes Shine, FII Return Seen for 2026
Analysts flag AI‑led earnings growth and FII resurgence as central trends for 2026 markets.
A new report highlights artificial intelligence‑driven earnings and the return of foreign institutional investors as key themes for 2026 markets. Structural differences in this AI cycle compared with past tech booms, driven by durable earnings growth rather than speculative valuations. The report suggests stronger corporate performance and renewed FII interest could support broader market resilience despite macro headwinds, shifting investor focus toward quality growth sectors.