Key Highlights
- 2026 is expected to be an exciting year for Indian stocks according to Ridham Desai.
- India's stock market has underperformed globally over the past year due to a mid-cycle growth slowdown.
- Positive indicators include strong macroeconomic conditions and healthy earnings growth.
- Valuations of Indian stocks have corrected significantly, enhancing their attractiveness.
- The biggest risk to India's stock market remains a slowdown in global growth.