India has a stronger
equity market setup: Mirae Asset
Posted by Niilesh waghela
Mirae Asset Investment Managers (India) shares their insights on the market outlook for 2026.
According to Neelesh Surana, Chief Investment Officer, "India enters 2026 with a stronger equity market setup, supported by robust macros, pro-growth fiscal and monetary measures, and GDP growth expected to remain above 7%..."
Key Highlights:
- Equity market setup is strong, with earnings growth expected to return to double-digit trajectory
- Diversified portfolios are well-positioned to benefit from opportunities across sectors
- Inflation expected to remain benign, with focus on transmission of rate cuts
- Money Market curve and Corporate Bonds upto three years remain attractive
Expert Insights:
- "We remain constructive, as earnings growth is likely to return to a double-digit trajectory post a muted FY26" - Neelesh Surana, Chief Investment Officer
- "India enters 2026 in a Goldilocks backdrop with Real Growth remaining strong and Inflation undershooting consensus expectations" - Basant Bafna, Senior Fund Manager and Dealer, Fixed Income
- "We are optimistic for domestic equities next year and believe corporate earnings growth will be key for the market revival" - Siddharth Srivastava, Head – ETF Products & Fund Manager
What's Next?
Mirae Asset Investment Managers (India) plans to launch innovative and differentiated products in 2026, including multi-factor/quant strategies and solution-based Fund of Fund offerings.
The company is also expanding its presence in the GiFT City, with plans to launch new products and strategies in the inbound and outbound space. With a strong market setup and expert insights, investors can look forward to a promising year ahead.
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