India’s macro fundamentals strengthened in November, with robust GDP growth, historic disinflation, and supportive monetary policy. Resilient domestic demand, deepening capital markets, and ongoing reforms reinforce India’s appeal as a lng-term destination for long-term global capital amid an evolving global macro environment.
India’s Union Budget FY27 underscores fiscal discipline, investment‑led growth, and reform continuity — key signals global investors track closely. It highlights macro stability, strong capital expenditure, sectoral momentum, and consistent policy direction in a challenging global environment.
The Annual Outlook 2026 examines the transition from macro reset to renewed alignment. It brings together insights on policy direction, earnings recovery, capital flows, and global dynamics — offering a structured lens to assess risks, opportunities, and India’s positioning in the year ahead.
India's financial reforms are attracting investors to its stock market.
Indian Asset Managers and ESG: Are They Truly Driven by Sustainability?
The Role of Corporate Governance in Asset Management in India
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