2026 Outlook: Will It Be A Tough Year For The Indian Markets? | Manish Chokhani & Raamdeo Agrawal

Описание: Veteran market investors Raamdeo Agrawal and Manish Chokhani expect Indian equity markets to deliver only modest index returns in 2026, but see clear opportunities in select sectors and stocks, driven by a revival in credit growth, improving earnings visibility, and policy-led balance sheet repair.

Speaking at CNBC-TV 18's recent market conclave, 'The Alpha Managers 2026', Agrawal, chairman and co-founder of Motilal Oswal Financial Services, said that while broad-based market rallies are unlikely, earnings delivery and sector-specific tailwinds could create avenues for alpha. “When the median return is lower, large caps have a better chance of beating the market,” he said, signalling a preference for companies with visible earnings over valuation-led bets.

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