Archive · 14 Sep 2025
Aditya Birla's Bala Predicts Fresh Highs for Indian Equities
Imagine the stock market as a playground.
A. Balasubramanian, who manages lots of money for a company called Aditya Birla, thinks the Indian stock market will reach its highest point ever soon.
He believes this is because companies are doing well, helped by things like a tax cut called GST.
Also, companies are expanding, and people from other countries might invest more.
This should help the stock market go up, even though there's a lot of new stocks coming in the market.
He is especially optimistic about sectors like banking and consumption, as well as small and mid-sized companies.
A. Balasubramanian predicts Indian equities will reach a new high in FY26.
He cites improved corporate earnings, 7.8% GDP growth, and increased spending as positive factors.
He anticipates a rise in investments from emerging markets.
Small and mid-cap companies are expected to be the real winners in the long run.
Key growth sectors include banking, financial services, FMCG, and energy.
- Who
- A. Balasubramanian, MD & CEO of Aditya Birla Sun Life AMC
- What
- Predicts Indian equities to reach a new high in FY26
- When
- FY26
- Where
- India
- Why
- Driven by strong corporate earnings, GST benefits, and increased spending, potentially boosted by EM allocations.
- Company
- Aditya Birla Sun Life AMC
- AUM
- ₹4 trillion (June quarter)
- Equity AUM
- ₹1.8 trillion
- GDP Growth
- 7.8%
- Focus Sectors
- Banking, FMCG, Consumption, Auto, Cement, Capital Goods, Energy