According to market expert Siddhartha Khemka, the Indian stock market is increasingly showing sector-specific performance due to divergent earnings trends. He identifies sectors such as power, cables and wires, cooling products, manufacturing, and electric vehicles as areas with positive earnings momentum. Additionally, Khemka favors select mid- and small-cap companies that continue to demonstrate strong earnings growth despite broader macroeconomic headwinds. This shift indicates a more selective investment approach as market participants focus on companies with robust fundamentals amid varying sectoral performances. Siddhartha Khemka believes Indian markets have become increasingly stock-specific as earnings trends diverge across sectors. The update was published on 6 Jun 2026, 3:17 pm.