HDFC Securities’ Unmesh Sharma Explains Why 2026 Is a Turning Point for Investors

• HDFC securities
• 13 Apr 2026

India’s equity markets are showing signs of strength as valuations ease and liquidity builds, according to HDFC Securities’ Unmesh Sharma.

 

Sharma said India’s valuation premium over other emerging markets has narrowed to 33 per cent, down from 100 per cent, making the market more attractive for long-term investors. He noted that foreign portfolio investors are looking past headlines and focusing on earnings growth.

 

Domestic mutual funds, he said, have about ₹2 lakh crore in cash reserves, positioning them to stabilize markets when needed. He added that India’s return on equity and investor safeguards support a sustained premium.

 

Sharma identified power, banking, electronics manufacturing and export-oriented industries as sectors likely to benefit from the current environment. He said recent diplomatic efforts have reduced global risks, helping sentiment turn positive.

 

Watch complete video at: https://youtu.be/30c-0gRq-SA?si=6egp7iI9FuCkTHzE