Speaking to ANI, Franklin Templeton India, led by President Avinash Satwalekar, on Thursday, expressed a constructive outlook for Indian equities in 2026, driven by an expected recovery in corporate earnings, 10-15 per cent in 2026 and to improve further in 2027, after a "pretty rough going"
Indian equity markets are set for a stronger performance in 2026, backed by a possible recovery in corporate earnings, improving macroeconomic conditions and a potential revival in foreign investor flows, according to India Equity Strategy 2026: Earnings redux report by Antique Stock Brok
Capital flows could also turn more favourable. Potential inclusion of Indian government bonds in global bond indices, stabilisation in corporate earnings, and the likelihood of renewed FPI equity inflows may ease pressure on the rupee.
Reflation in the Indian economy, a possible revival in corporate earnings, and the return of foreign portfolio investors are among the positive signs that Indian equities will push higher year-on-year through the New Year - 2026, according to a report by Standard Chartered.
A new global investment outlook has identified emerging market equities as a major pillar of potential opportunities for 2026, with India featuring prominently due to its strong macroeconomic fundamentals, demographic advantages and rapid digital transformation.
The domestic stock markets are now in a healthier state compared to last year as the earnings cycle appears to be bottoming out, according to a report by Motilal Oswal Financial Services.
Indian stock markets opened flat on Tuesday ahead of the much-awaited U.S. Federal Reserve meeting, even as Asian markets rallied on hopes of a rate cut.
Driven by favourable policy moves, lower rates, and improving liquidity conditions, India's domestic investment cycle, will rebound in corporate earnings in the second half of FY26 noted a report by brokerage firm Antique Stock Broking.
Global brokerage HSBC has upgraded India to "overweight" from "neutral", citing improving macroeconomic conditions, attractive valuations and policy support that could boost consumption and corporate earnings.
Indian benchmark indices on Wednesday opened flat due to the weakness in Asian markets and cautious investors' sentiment ahead of the corporate earnings and major economic updates on trade discussions.