Will Markets Find Their Mojo in 2026? FIIs, SIPs & the India Growth Puzzle | Fortune India Boardroom

Will Indian markets regain momentum in 2026—or are investors in for a long phase of consolidation?

In this episode of Fortune India Boardroom, we bring together three of India’s most respected market voices to decode what lies ahead for equities, flows, valuations, and the broader economy.

With foreign investor flows turning ‘net zero’, domestic SIP money propping up markets, and global capital chasing AI, commodities, and value trades elsewhere, the panel examines whether India’s growth story is merely pausing—or fundamentally being re-priced.

Guests:
1. Umang Papneja, Managing Director & CEO, Julius Baer India
2. Vikash Kumar Jain, Managing Director, Head of Research & Strategist, CLSA India
3. Kenneth Andrade, Chief Investment Officer, Old Bridge Mutual Fund

Moderated by:
V Keshavdev, Executive Editor, Fortune India

If you’re an investor wondering whether this is a phase of time correction, a valuation reset, or the start of a new cycle—this conversation is a must-watch.

👉 Watch till the end for a grounded, no-hype view on markets and the road to 2026.

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