Jefferies is making a compelling case for Indian equities heading into 2026. The investment bank expects stronger performance fueled by two key drivers: improving corporate earnings and sustained domestic capital inflows.

For crypto investors managing diversified portfolios, this matters. When traditional markets show genuine growth catalysts—especially in emerging economies—it influences the broader asset allocation landscape. India's domestic flows suggest institutional confidence, which often precedes major market moves.

The earnings recovery narrative is worth watching too. As Indian companies demonstrate better profitability, institutional money tends to follow, potentially creating a positive momentum cycle. Whether you're trading altcoins or holding blue-chip equities, understanding these cross-market dynamics helps with positioning.