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Nifty is close to all-time highs, but there seems to be no cheer in the market. A key reason for this has been market polarization; 50% of Nifty constituents have delivered -7.8% (average return) YTD. Rightfully so, given that Nifty earnings have seen a sharp deceleration to 11% in 2QFY26 vs 22% CAGR over FY22-25.
