Pradeep Gupta: India's 2026 market to see capex, consumption, credit in sync.

• Lighthouse Canton's Pradeep Gupta anticipates capex, consumption, and credit growth to align by 2026, boosting corporate earnings.
• Gupta expects the government to introduce further reforms in 2026 to sustain India's economic growth towards a developed nation by 2047.
• While some IPOs show speculative valuations, the market is vibrant, and investors should prioritize fundamentals, promoter track record, and free float.
• Key market risks for the coming year include external shocks, delays in the India-US trade deal, and potential earnings disappointments.
• Gupta is bullish on the financial sector but advises selectivity, favoring private banks, retail-focused NBFCs, and quality insurers for 2026 portfolios.

Why It Matters: Expert offers 2026 Indian market investment outlook, highlighting growth drivers.