Forget Trump tariff war, biggest threat for Nifty bulls is the enemy within

Nifty companies faced significant EPS cuts in January, with industrials, pharmaceuticals, and IT being slightly immune. Key sectors like insurance and metals saw severe reductions. FY26 corporate earnings are expected to improve due to increased consumption demand and government spending. Challenges include muted performance in automobiles, consumer staples, and cyclical sectors like oil & gas and metals.