Archive · 10 Jan 2026
Indian Markets Volatile, Offering Long-Term Investment Opportunities
The Indian stock market is going through a period of ups and downs, which can be a good time for investors to buy stocks for the long term.
Experts like Satish Ramanathan from JM Financial AMC think that the market is correcting itself after prices got a bit too high.
He believes that the third quarter earnings will be good and that the government might introduce some tax benefits to boost investment.
Another report by Client Associates says that the market will focus more on strong companies rather than general rallies.
They expect the economy to grow by 6.8% in the next fiscal year, which will help companies make more money.
They also advise being careful with investments in silver and suggest that gold and silver can help diversify investment portfolios.
Indian equity markets are undergoing a correction with heightened volatility, presenting long-term investment opportunities.
Q3 earnings are expected to be strong, with corporate performance remaining resilient.
Government may need to introduce tax sops and support domestic economy to improve investment sentiment.
Volatility to persist, with headline indices likely to remain range-bound in the near term.
Global uncertainties and stretched valuations may limit near-term upside, requiring disciplined stock selection.
- Who
- Satish Ramanathan, CIO-Equity at JM Financial AMC and Client Associates
- What
- Indian equity markets are experiencing a correction with heightened volatility, offering long-term investment opportunities
- When
- Near-term market trajectory for 2026
- Where
- India
- Why
- To capitalize on lower prices and build portfolios amid market volatility
- Market Condition
- Correction with heightened volatility
- Q3 Earnings Outlook
- Expected to be strong
- Government Measures
- Potential tax sops and capex focus
- GDP Growth Forecast
- 6.8% for FY26
- BSE Sensex Projection
- 93,918 by December 2026
- Key Sectors
- Consumption-led sectors
- Investment Advice
- Gradual buying in volatile markets
- Global Caution
- Avoid over-reliance on exports
Sources
Mkts to shift from broad-based rallies to fundamentals led opportunities in 2026
Budget 2026: Volatile markets offer buying opportunity; Q3 earnings likely strong, says JM Financial AMC's Satish Ramanathan
‘Large-caps to benefit first once FIIs come back’: Saurabh Jain
