Low-to-mid teen returns likely, but little room for errors in 2026
Sunil Singhania, Founder of Abakkus Asset Management, said Indian pharmaceutical companies have strong competitive moats, with opportunities spanning both domestic-focused and global-facing players.
Indian equity markets may deliver low-to mid-teen returns in 2026, but it will be a year where investors can ill afford mistakes or momentum-driven bets, according to Sunil Singhania, Founder and Fund Manager of Abakkus Asset Management.
While the macro environment is improving, Singhania said discipline and stock selection will be critical as markets transition away from easy gains.
Speaking to CNBC-TV18, Singhania cautioned that investors should resist chasing stocks purely on price action despite a supportive backdrop. “This is not the year where you can afford to make too many mistakes,” he warned.
Alpha Desk