India 2026 Outlook
India 2026: Turning The Tide
Lighthouse Canton India Outlook for 2026
India stands at a unique inflection point. With the Nifty 50 near record highs, RBI's accommodative stance gaining traction, and domestic liquidity at unprecedented levels, 2026 demands more precision. Our report navigates four key themes:
1
Equities: India remains the fastest-growing major economy at ~7% GDP growth, yet moderate starting valuations mean returns will hinge on actual earnings delivery — selectivity in high-conviction sectors is key
2
Fixed Income: The short end of the curve benefits from RBI's neutral-to-accommodative stance and rangebound inflation, while longer-end yields face structural pressure from higher combined government borrowings
3
Commodities: Gold consolidates with a positive bias as central banks continue reserve diversification; silver is buoyed by industrial demand; crude oil faces a lower-for-longer reality amid persistent supply surplus
4
Currency (INR): The rupee navigates a delicate balance between domestic macro resilience, RBI intervention, and global dollar dynamics — a key variable for cross-asset positioning in 2026
Download our comprehensive India 2026 Outlook report