Why Is Gulshan Khera of Indian-Share-Tips.com Confident About India’s Market Outlook?
Gulshan Khera — Market Outlook from Indian-Share-Tips.com:
Gulshan Khera, CFP® and SEBI Registered Investment Adviser, remains positively biased on the Indian equity market for the rest of FY26. He expects the December quarter to bring a strong earnings season, supported by resilient credit growth and easing macro headwinds. According to him, India’s decision to gradually reduce Russian oil imports could help improve trade relations with the United States and ease tariff-related pressures.
Khera notes that India’s corporate earnings have remained stable despite global volatility, and public markets have shown greater maturity in handling policy changes and IPO flows. He believes the risk of earnings downgrades is diminishing, creating conditions favorable for renewed FII participation.
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He adds that the ongoing IPO enthusiasm should be viewed as a reflection of market maturity rather than speculation. India’s capital markets, he says, have evolved to absorb supply efficiently, with better pricing discipline and informed retail participation.
📊 Key Insights from Gulshan Khera’s Market View
- Market Bias: Khera remains constructively bullish on Indian markets for the rest of the year, citing consistent earnings and domestic liquidity.
- Q3FY26 Outlook: The December quarter could see stronger results led by credit expansion and high consumer demand.
- Credit Growth: Expected to accelerate in Q3 as private sector banks and NBFCs drive loan disbursement momentum.
- IPO Sentiment: The current IPO wave indicates market maturity and capital absorption capacity, not excessive speculation.
- FII Flows: A lower risk of earnings cuts may attract foreign inflows in the next 6–12 months.
- Macro Benefit: India’s decision to reduce Russian oil imports could help ease tariff tensions with the US and boost bilateral trade relations.
- Technology Outlook: Several Indian startups are advancing in the agentic AI domain, adding to the structural growth story.
According to Khera, the evolving macro backdrop — improving credit cycles, supportive policy stance, and gradual geopolitical normalization — provides a balanced risk-reward setup for investors. He expects FIIs to turn net positive as earnings visibility strengthens and the oil trade realignment enhances India’s global positioning.
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Khera emphasizes that India’s markets are entering a period of steady growth rather than speculative euphoria. He sees sectors like banking, infrastructure, and technology as structural pillars for FY26–27, supported by fiscal discipline and private investment recovery.
Investor Takeaway
Gulshan Khera, CFP® and SEBI Registered Investment Adviser at Indian-Share-Tips.com, believes the market’s medium-term trajectory remains upward as macro stability converges with earnings strength. He views India’s strategic shift on Russian oil imports as a step that not only aligns with global trade norms but also strengthens India’s diplomatic and economic ties with the United States. As credit growth accelerates and IPO sentiment remains constructive, he expects the Indian market to maintain leadership among global peers.
Follow ongoing analysis from Gulshan Khera and his expert team at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.
Related Queries
- Why is Gulshan Khera optimistic about Indian equities for FY26?
- How will India’s reduced Russian oil imports impact US tariff relations?
- What role will credit growth play in the December quarter earnings?
- How does IPO activity reflect market maturity and depth?
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
