The Bubble Beginning To Burst, 2026 Might Be BEST Time To Invest: Pankaj Murarka's Market Analysis

By NDTV Profit

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Pankaj Murarka, Founder of Renaissance Investment Managers, shares his outlook on Indian markets, corporate earnings and the sectors that could lead the next phase of growth. He explains why domestic demand has remained resilient despite higher fuel prices and global uncertainty, and discusses the possibility of a revival in discretionary technology spending as companies begin implementing artificial intelligence at scale. Murarka also examines the rotation from momentum stocks towards quality, cash-generating businesses available at reasonable valuations. He highlights the long-term opportunity in Indian IT services, precision engineering, aerospace and manufacturing, while cautioning that valuations in some emerging sectors remain expensive. The conversation also explores whether the AI infrastructure boom has developed into a financial bubble, why some highly leveraged cloud infrastructure companies could face pressure, and how a correction in speculative global assets may ultima

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