Abhishek Sinha
10 December 2025: Kotak Securities Limited (Kotak Neo) has released its Market Outlook 2026, projecting strong momentum in Indian equities and continued strength in key commodities such as gold, despite rising global uncertainties. The report highlights major macro trends, sectoral opportunities and investment themes expected to shape markets in the coming year.
Kotak Securities MD & CEO Shripal Shah said that India continues to remain a solid centre of growth even in a challenging global environment.
“Our stance on equities remains positive, supported by robust corporate earnings and a healthy policy backdrop. Gold will maintain its shine in 2026 as a preferred safe-haven asset. Rising participation from young investors will add depth to the market and unlock new wealth-creation opportunities,” he said.
On the industry outlook, Shah referred to the findings of the latest SEBI survey, which show that while 63% of Indian households are aware of at least one securities market product, only 9.5% actually invest.
“This highlights the vast untapped potential in India’s equity markets,” he added. “Brokerage firms must play a bigger role in simplifying investing and making access easier for all.”
The Kotak Securities Market Outlook 2026 report outlines several key trends expected to influence investor behaviour and market movement in the upcoming year.
