Earnings growth pace doubling in FY26? Post corrections, UBS asks investors to position early on India: Hartmut Issel

UBS Wealth Management's Hartmut Issel foresees a significant earnings rebound for India's Nifty in FY26, almost doubling his previous growth forecast. He advises investors to position themselves early in the Indian market, citing the upcoming earnings inflection and India's unique position for earnings acceleration globally. While Indian valuations remain somewhat high, Issel believes the growth prospects justify the premium.