Expert view, Sept. 29 -- Jimeet Modi, the founder and CEO of SAMCO Group, while the Indian stock market exhibited muted performance in the first half of the financial year (H1FY26), the second half (H2FY26) could spring positive surprises. He believes policy support, monetary easing, and a favourable base effect combined will set the stage for earnings momentum to re-emerge. In an interview with Mint, Modi shared his views on market risks, RBI MPC expectations and the outlook for the Indian IT sector after the H-1B visa fee hike. Here are edited excerpts of the interview:

The equity markets have slipped into a phase of muted performance, weighed down by sluggish earnings growth and a cautious undertone from investors.

The Nifty 50 had m...