Market Outlook Report 2026 by Jitendra Gohil, CIO - Listed Equities, Bajaj Alts
Below the Market Outlook Report 2026 by Jitendra Gohil, CIO - Listed Equities, Bajaj Alts
Appended are a few key points for your easy reference:
* The rise of a multipolar world poses significant challenges in analyzing the current macroeconomic environment, largely due to excessive intervention by policymakers.
* Over the past couple of years, several market experts have warned of an impending crash and deep recession.
* While we are not completely out of the woods, what is striking is that governments across the globe have resorted to unconventional policies. The COVID-19 pandemic, followed by substantial stimulus measures, has complicated the way we assess asset class correlations, valuations, trade, and technology. This complexity is further amplified by China’s rise, which has left the West increasingly uneasy.
* In this report, we examine how India has navigated these challenges by prioritizing macroeconomic stability. India is charting its own path, reminiscent of the Cold War era when it sought to remain non-aligned—maintaining sovereignty at the cost of investments, trade, capital and technological access. The question now is: will it be different this time?
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