04.03.2026

India Equity Market Webinar: Navigating Opportunities in 2026

We are pleased to invite you to an exclusive webinar on ‘India Equity Market Webinar: Navigating Opportunities in 2026’ on 4th March 2026.

The webinar will feature Samit Vartak, CIO and Founder of SageOne Investment Managers.

India stands at a compelling inflection point as the fastest-growing major economy despite global headwinds. Following 15 months of correction, small and mid-cap equities now present an attractive entry point with normalized valuations. The 2026 investment case is anchored in earnings-led returns — corporate profits expected to accelerate to mid-double digits driven by GST reforms, tax relief, and rate cuts. Robust domestic demand, resilient consumption, and a strong investment cycle — coupled with structural tailwinds including demographic dividends, infrastructure buildout, and manufacturing momentum — provide insulation from global volatility.

  • Webinar: India Equity Market Webinar: Navigating Opportunities in 2026
  • Date: 4th March, Wednesday, 2026
  • Time: 11:00 am GST | 12:30 pm IST | 15:00 pm SGT/HKT/TW |  16:00 pm JST/KST | 18:00 pm AEDT

Join the session to hear from the team on the following:

  • India: Macro Update, Tailwinds & Risks — Explore India’s growth momentum: government and private sector capex acceleration, strong on-ground activity across commercial vehicles, industrial credit, and building materials. Analyze currency dynamics, capital flow patterns, and key macro risks shaping the investment landscape ahead.
  • India’s Equity Market: A Comparative Analysis — Assess the post-correction opportunity: valuations at decade-low levels, with small and micro-caps trading at attractive multiples despite strong earnings growth expectations. Review historical bounce-back patterns from similar drawdowns and why this earnings-driven cycle offers attractive entry points for long-term investors.
  • Update on SageOne India Growth Master Fund: Fund performance review & insights on navigating 2026 & beyond.•Q&A Session

Register now

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