By Francisco

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What will drive the Indian market in 2026?

06/03/2026 in Asia, India, Investments

Following the largest underperformance of India versus Emerging Markets in three decades (in USD), Mike discusses:

  • Latest signals from Indian companies and consumers – the key takeaways from his meetings in Delhi, Kanpur, Bangalore and Mumbai
  • The market and macro backdrop for Indian equities in 2026
  • Alquity’s highest-conviction sectors and companies

You can watch the webinar here:

And you can download the slides here: https://alquity.com/wp-content/uploads/2026/03/Alquity-Webinar-What-will-drive-the-Indian-market-in-2026-March-2026.pdf

FOR PROFESSIONAL INVESTORS ONLY.

 

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