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Motilal Oswal sees steady market returns in 2026 after consolidation phase
Motilal Oswal expects Indian markets to post steady growth in 2026 following a year of consolidation, with financials, infrastructure, capital goods, and consumption sectors positioned to benefit from improving earnings visibility.
After an extended consolidation phase, Motilal Oswal expects Indian equity markets to deliver steady growth in 2026, supported by earnings visibility and macro stability. The brokerage highlighted financials, capital goods, infrastructure, and consumption as preferred sectors, citing balance sheet strength and demand recovery. It noted that valuations have moderated, creating room for sustainable returns rather than sharp speculative rallies.