Indian Markets Outlook: Is Bear Phase Ending? Maneesh Dangi Sees Better Next 6-12 Months

Indian markets could deliver a better performance over the next six to twelve months after a challenging two-and-a-half-year period. Maneesh Dangi, CEO & Founder, Mosaic AMC says investors have become too pessimistic despite India weathering recent economic and geopolitical shocks better than expected. Strong CapEx growth, improving conditions around the Middle East crisis and a potentially peaking AI-led global CapEx cycle could support India. However, India continues to lag the US, China and other Asian economies benefiting from the AI boom. The expert explains why India’s domestic macro balance sheet remains strong, while its relative position globally has weakened. The discussion also looks at macro stability, growth prospects and the outlook for Dalal Street through the remainder of 2026.