New Delhi, July 3 -- After a volatile and challenging first half of 2026, market experts and brokerages believe the outlook for Indian equities is turning more constructive. Falling crude oil prices, easing inflation risks and improving corporate earnings prospects are expected to support the market in H2CY26.

However, they remain cautious that expensive valuations, uncertainty around the monsoon and high US bond yields could keep returns modest despite the improving macro environment.

Dr. V K Vijayakumar, Chief Investment Strategist at Geojit Investments, said the sharp decline in crude oil prices has significantly improved India's macroeconomic outlook by easing inflationary pressures. However, he cautioned that an uneven monsoon, whi...