Foreign Flows to Return to India in 2026
In a detailed conversation on a recent Mint podcast, veteran investor and founder of Abakkus Asset Management Company, Sunil Singhania, provided a crucial outlook for the Indian equity markets in 2026. He addressed the prevailing sense of stagnation, identifying it as a healthy phase, and pinpointed the likely timeline for the return of foreign institutional investors (FIIs).
Not a Collapse, But a Necessary 'Time Correction'
Sunil Singhania sought to allay fears about the current lull in the markets. He emphasized that what is being witnessed is not a market collapse but a necessary 'time correction'. This phase, he explained, is essential for the markets to consolidate after a significant rally, allowing fundamentals to catch up with valuations. It represents a period of digestion and base-building, which is a natural and healthy part of any long-term bull market cycle.
Singhania's analysis moves the narrative away from panic, framing the stagnation as a constructive pause. This perspective is vital for retail investors to maintain a long-term view rather than reacting to short-term volatility.
Bharat Horizon