2026 Outlook: Will It Be A Tough Year For The Indian Markets? | Manish Chokhani & Raamdeo Agrawal

Veteran market investors Raamdeo Agrawal and Manish Chokhani expect Indian equity markets to deliver only modest index returns in 2026, but see clear opportunities in select sectors and stocks, driven by a revival in credit growth, improving earnings visibility, and policy-led balance sheet repair.

Speaking at CNBC-TV 18's recent market conclave, 'The Alpha Managers 2026', Agrawal, chairman and co-founder of Motilal Oswal Financial Services, said that while broad-based market rallies are unlikely, earnings delivery and sector-specific tailwinds could create avenues for alpha. “When the median return is lower, large caps have a better chance of beating the market,” he said, signalling a preference for companies with visible earnings over valuation-led bets.

#cnbctv18marketforum #marketforum2026 #sustainablealpha #indiamarketjourney #indiamarketinvesting #investingideas #marketoutlook #investmentstrategies #alphabets #capitalflows #foreigninvestments #dalalstreetoutlook #markettrends #cnbctv18 #cnbctv18market #businessnews #businessnewstoday #businessnewsinenglish #sharemarkettoday

🔴CNBC TV18 LIVE TV: https://youtube.com/live/P857H4ej-MQ
SUBSCRIBE to our Channel: https://bit.ly/3nvEcxf
---------------------------------------------------------------------------------------------------------------------
👑 Check Out Top CNBC TV18 Playlist Videos:
🔹   • Young Turks Reloaded with Shereen Bhan  
🔹   • CNBC TV18 Prime | Global Lens  
🔹    • World News 2025 | Latest International News  
🔹   • CNBC-TV18 Classics  
🔹   • OVERDRIVE || CNBC TV18  
🔹   • Startup Street  

------------------------------------------------------------------------------------
You can also connect with CNBC-TV18 News Online
Catch the latest news: https://bit.ly/2YbpXBM

Follow CNBC-TV18 round the clock: https://www.cnbctv18.com/live-tv/

Stay updated with all the market action in real time: https://www.cnbctv18.com/market-live/
You can also stay updated with all the latest news on-the-go with CNBC-TV18 Minis: https://www.cnbctv18.com/minis/
Like us on Facebook:   / cnbctv18india  
Follow us on Twitter:   / cnbctv18news  
Follow us on Instagram:   / cnbctv18india  
Catch us on: Linkedin:   / cnbc-tv18  
n18oc_business
About CNBC-TV18: India's leading business news channel, CNBC-TV18 offers the most comprehensive coverage of businesses, the economy and the financial markets. Catch all your favourite shows, exclusive videos, big-ticket interviews and more here.