In this edition...
- Market overview: 2025 India market review
- India macro review
- India outlook 2026
India enters 2026 with a macro landscape that looks increasingly resilient. Growth has firmed, inflation has eased to multi year lows, and policy support is gaining traction as rate cuts flow through the system. At the same time, front loaded public capex, expanding bank credit and newly implemented reforms, ranging from streamlined labour codes to lighter quality control norms, are beginning to reshape the operating environment for businesses. These shifts are not only easing bottlenecks but also strengthening India’s competitiveness at a moment when global conditions remain uneven.
Against this backdrop, the coming year could offer a rare intersection of structural reform momentum and improving cyclical conditions.
How might India’s evolving macro foundation and reform tailwinds translate into compelling long term opportunities in 2026?
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