As India heads into 2026 amid global uncertainty and currency volatility, global brokerage firm CLSA believes the next phase of stock market returns will be driven not by broad rallies but by selective, high-quality companies with structural advantages. In its latest market assessment, CLSA flagged DMart, Tata Consultancy Services (TCS),…
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India in Goldilocks Zone, 2026 Rally Capped at 15%
India’s economy is positioned in a Goldilocks scenario, with steady growth and controlled inflation, but a major stock market rally above 15% appears unlikely in 2026. VK Vijayakumar, Chief Investment Strategist at Geojit Investments, projects GDP growth at 7.3% for FY26 and expects earnings growth of around 15% in FY27….