{"id":994925,"date":"2026-02-26T08:05:21","date_gmt":"2026-02-26T02:35:21","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=994925"},"modified":"2026-02-26T11:09:54","modified_gmt":"2026-02-26T05:39:54","slug":"nomura-on-india-from-it-recovery-to-us-tariff-boosts-why-party-isnt-over-yet-bets-on-14-16-earnings-growth","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/02\/26\/nomura-on-india-from-it-recovery-to-us-tariff-boosts-why-party-isnt-over-yet-bets-on-14-16-earnings-growth\/","title":{"rendered":"Nomura on India: From IT recovery to US tariff boosts, why party isn\u2019t over yet- Bets on 14-16% earnings growth"},"content":{"rendered":"<p>The Indian equity market has continued to lag global peers so far this year. The Nifty is down about 3% year-to-date in dollar terms. Nomura, however, believes the risk-reward for Indian equities remains favourable. On the earnings front, the brokerage sees low risk to near-term profit expectations, even after India Inc took a hit from labour code-related provisions in Q3FY26. <\/p>\n<p>Here is why Nomura expects corporate profits to grow at a healthy pace over the next two years, with earnings seen rising 16% in FY27 and 14% in FY28.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Indian equity market has continued to lag global peers so far this year. The Nifty is down about 3% year-to-date in dollar terms. Nomura, however, believes the risk-reward for Indian equities remains favourable. On the earnings front, the brokerage sees low risk to near-term profit expectations, even after India Inc took a hit from labour code-related provisions in Q3FY26. Here is why Nomura expects corporate profits to grow at a healthy pace over the next two years, with earnings seen rising 16% in FY27 and 14% in FY28.<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[63,4,12],"tags":[],"class_list":["post-994925","post","type-post","status-publish","format-standard","hentry","category-it-2-the-financial-express","category-newspapers","category-the-financial-express"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/994925","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=994925"}],"version-history":[{"count":0,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/994925\/revisions"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=994925"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=994925"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=994925"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}