Will 2026 be the year for India?

Описание: India has a large and young population - the perfect platform for sustained economic growth.

And yet, 2025 was a challenging year for India’s economy. Consumption was sluggish and earnings grew slower than the year before, a situation not helped by the imposition of US tariffs.

Will India fare better in 2026? And if it does, will that translate into investment gains?

Associate Investment Director Nitin Mathur explains why, away from the headlines, the underlying market is improving in both breadth and depth, and the type of investment opportunities that’s creating.

We also learn why the AI revolution is not the harbinger of doom for India’s IT sector that some commentators make it out to be.

00:00 Intro
01:03 Will 2026 be better than 2025?
04:22 Can India benefit from China-plus-1 manufacturing?
05:47 Why was 2025 so weak?
07:46 Should we expect fiscal or monetary stimulus?
10:49 What are the main long-term drivers investors should watch?
13:31 Latest developments in India’s IT services sector
16:53 India’s role in the AI story
19:47 What about valuations?
24:52 What sectors should investors be looking at right now?
26:00 Why have financials lagged?
29:43 The outlook for China
32:56 India’s demographics are different

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