Sunil Subramaniam, Managing Director of Sundaram Mutual Fund, has expressed confidence that 2026 could deliver double-digit equity returns for Indian investors. His outlook is based on robust domestic growth, resilient corporate earnings, and the continued expansion of India’s consumption-driven economy.
According to Subramaniam, India’s equity markets are well-positioned to outperform global peers, supported by structural reforms, government-led infrastructure spending, and rising retail participation. He highlighted that despite global uncertainties, India’s macroeconomic fundamentals remain strong, with GDP growth expected to stay above 6%, inflation moderating, and corporate profitability improving across sectors.
Key Drivers of Equity Market Growth
- Domestic Consumption: Rising disposable incomes and urbanization are fueling demand across FMCG, retail, and financial services.
- Infrastructure Push: Government initiatives in roads, railways, and renewable energy are creating long-term investment opportunities.
- Corporate Earnings: Earnings growth is expected to remain in double digits, driven by banking, IT, and manufacturing sectors.
- Retail Participation: Increasing retail inflows into mutual funds and direct equities are strengthening market depth.
- Global Positioning: India’s relative insulation from global shocks and its role as a preferred investment destination for FIIs add to the bullish outlook.
Risks and Challenges
While the outlook is positive, Subramaniam cautioned that risks such as global interest rate volatility, geopolitical tensions, and commodity price fluctuations could create short-term headwinds. However, he believes that India’s structural growth story remains intact, making equities a compelling asset class for long-term investors.
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Conclusion
As 2026 approaches, optimism in Indian equities is rising, with experts like Sunil Subramaniam projecting double-digit returns. With strong domestic fundamentals, government support, and corporate resilience, India’s stock market could be on the verge of another significant growth phase. Investors who align their portfolios with these trends may stand to benefit from one of the most promising equity environments in recent years.
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