Stock markets: Which way will the wind blow in 2026?

Markets that moved sideways through 2025 may see a shift in 2026 as FIIs potentially return, supported by currency stability, cooling AI trade, and improving earnings visibility. While a 2024-style rally is unlikely, a balanced mix of momentum and value is expected, creating strong bottom-up opportunities across broader markets.

Dec 1, 2025 - 09:00
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Stock markets: Which way will the wind blow in 2026?
Markets that moved sideways through 2025 may see a shift in 2026 as FIIs potentially return, supported by currency stability, cooling AI trade, and improving earnings visibility. While a 2024-style rally is unlikely, a balanced mix of momentum and value is expected, creating strong bottom-up opportunities across broader markets.

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