New Delhi, Oct. 20 -- As India ushers in Samvat 2082, equity markets appear set for a period of consolidation and steady strength rather than exuberance. After a year marked by global uncertainty-from tariff shocks to slowing consumption-investor sentiment is gradually turning constructive. Recent GST rationalization measures, a steady government-led capex push, and early signs of private investment revival are expected to rekindle demand and earnings momentum in the coming months.

Despite global headwinds, India's macroeconomic fundamentals remain resilient. The country maintains one of the lowest Debt-to-GDP ratios among major economies, inflation is largely under control, and fiscal discipline has drawn positive attention from rating ...