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CNBC TV1805-01-2026, 12:17

Franklin Templeton Sees Broad Global Opportunities, Steady India Growth for 2026

  • Franklin Templeton MF projects India's growth to remain resilient in 2026, driven by easing monetary conditions, moderating inflation, and improving valuations.
  • India's structural strength is anchored by digital inclusion, infrastructure development, domestic capital formation, and GIFT City's emergence.
  • Global investment themes for 2026 include broadening opportunities beyond the US, steepening yield curves, and a weakening US dollar supporting emerging markets.
  • Potential global leaders for 2026 are emerging markets, European equities, and US small-cap stocks, with US equities offering steady returns.
  • For India, FY26 GDP growth is projected at 7.3%, with inflation around 2%; limited scope for further RBI rate cuts in 2026.

Why It Matters: Franklin Templeton forecasts resilient India growth and diverse global opportunities for 2026.

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