Indian markets ended 2025 with record highs in rupee terms but ranked among the weakest globally in dollar returns.So how should investors approach 2026?In this episode of The Golden Thumb Rule, host Kshitij Anand speaks with Deepak Shenoy, CEO of Capitalmind Mutual Fund, on why earnings growth, not headlines, geopolitics, or short-term flows, should guide investment decisions in 2026.Shenoy explains:Why predicting markets and geopolitical outcomes is futileHow earnings growth can re-rate valuations even when markets look “expensive”Why domestic flows now matter more than foreign investorsSectors where long-term earnings expansion is emergingThe shift from asset-light to asset-heavy businesses in IndiaHow quantitative, data-driven investing works in volatile marketsThe right framework for deploying fresh capital in 2026This is a long-form, process-driven conversation focused on how to think, not what to trade.
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