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Amish Shah, Head of India Research at BofA Securities, details his outlook for Indian markets in the coming year.
Short-Term Negative Triggers (H1)
Jeff Currie on the Oil Market "Supply Glut" Myth >The central thesis is that the "bearish" consensus is relying on flawed data regarding supply.
While paper markets show a surplus, physical indicators—such as the lack of land-tank filling and high refinery demand—suggest the market is much tighter.
With record-high short interest and rising geopolitical tensions, **the market is primed for an upward…
Overview of the Economic Crossroads The Indian economy is at a puzzling juncture as it approaches Budget 2026. Historically, low inflation was seen as universally positive, but the current record-low inflation is hurting government revenues and corporate top lines. This shift has brought a newfound focus on Nominal GDP and Debt-to-GDP dynamics over traditional real GDP and fiscal deficit metrics.…
This interview with Santanu Sengupta, Chief India Economist at Goldman Sachs, explores India's economic outlook for 2026 and FY27. Despite mixed signals from the Ministry of Statistics and Programme Implementation (MOSPI) regarding slowing consumption, Sengupta maintains a positive stance on a recovery driven by monetary easing and fiscal support. --- The Data Vault
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Brad Gerstner, Founder and CEO of Altimeter Capital, provides a deep dive into the 2026 market landscape, focusing heavily on the "AI Super Cycle," infrastructure demands, and the diverging paths of software companies. ---
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