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Monthly Market Outlook (Feb 2026) by Prateek Agrawal

Summary Global markets remain buoyant while India continues to underperform relative to peers. Persistent INR weakness, sustained FPI outflows, elevated primary market supply, and limited exposure to global AI-led growth themes have weighed on sentiment.

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Monthly Market Outlook (Jan 2026) by Prateek Agrawal
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Monthly Market Outlook (Jan 2026) by Prateek Agrawal

Summary India went through a difficult equity market phase in 2025, marked by underperformance versus global peers, sustained FPI outflows, and currency weakness. However, improving valuations, stabilizing INR, falling global cost of capital, and resilient

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