Second half of 2026: Is the worst over for Indian stocks? | Nifty 50 | Sensex | Mutual funds

The first half of 2026 tested Indian markets with tariffs, geopolitical tensions, FPI outflows and volatile commodities. Yet, small- and mid-caps managed to outperform while IT struggled. So, what lies ahead for the rest of the year? Business Standard spoke to market veteran Ambareesh Baliga to understand the biggest market triggers, sectors to watch, FPI flows, and what retail investors should do in H2 CY2026. #investment #stockmarket #businessnews Important Playlists National News:    • Nation   Business News:    • Business   World News:    • World   BS Decoded:    • BS Decoded   Want access to Business Standard’s premium insights? Join our exclusive LinkedIn communities and connect with top voices in the BFSI space—on topics that matter to you! BFSI Circle –   / 9867761   Business Standard Reader's Group –   / 5013698   Hello viewers! Guess what? We're now on WhatsApp Channels! Dive into real-time news updates, insights, and much more. Follow us: https://whatsapp.com/channel/0029Va6c... Subscribe to BS Hindi YouTube Channel:    / @bshindinews   Download the all-new Business Standard app: https://bit.ly/App-BS Join us:   / bsindia     / bsindia     / business.standard