Expect Indian market to return about 12-15% in 2026: Mark Mobius

January 5, 2026

Emerging markets veteran Mark Mobius, with 30% of his portfolio in India, believes the country will outperform China in 2026 due to economic reforms and a sourcing shift. He advises caution and capital preservation, holding 20% cash and using put options for downside protection amidst global uncertainty.

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