neutral
Recently
Kotak Equities Sees Indian Stocks Gaining Traction in 2026
Kotak projects Indian equity gains in 2026, backed by improved earnings, consumption trends and tactical portfolio shifts sectors such as tech and aviation.
Kotak Institutional Equities forecasts a stronger performance for Indian equities in 2026 after a muted 2025, driven by an earnings recovery, higher domestic consumption, and a more stable macroeconomic backdrop. The firm adjusted its model portfolio by adding Dixon Technologies and increasing its allocation to InterGlobe Aviation, while reducing exposure to Bharti Airtel and Torrent. Kotak emphasized a selective approach as markets adjust to sector rotations and evolving growth drivers. Investors are advised to position portfolios tactically.