Market Outlook 2026
Fixed Income India Outlook 2026 - A Fine Balancing Act
2025 would be remembered as a tariff-ied year and 2026 may be the year of transition; transitioning into the orbit of a world of higher tariffs and disrupted global supply chains.
Equity Market Outlook 2026 - Sectoral Overview & Key Drivers
2025 has seen significant divergence in performance. While Nifty TRI is up 12 per cent till November on a Total return basis, NSE Midcaps are up 6.5 per cent and whereas the BSE Smallcap index is down 5 per cent.
Shriram Ramanathan, CIO - Fixed Income India Outlook 2026
2025 was clearly a tale of two halves for India’s rates and currency markets. The first half of the year unfolded broadly in line with our expectations—and in some respects, even better.
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