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Trade deals and policy support to lift earnings in 2026
BNP Paribas expects corporate earnings recovery in 2026 aided by trade deals policy support and improving macro stability across key sectors.
BNP Paribas said corporate earnings could recover in 2026 supported by trade deals and favourable policy measures. The brokerage expects easing global tensions supply chain normalization and domestic reforms to improve profitability. Sectors linked to manufacturing exports and capital goods may benefit the most. Earnings growth remains uneven but visibility is improving as macro stability policy continuity and investment cycles strengthen across major economies.