The Investors Guide to Asia: Is 2026 the year for India?

The Investors Guide to Asia: Is 2026 the year for India?

From Fidelity Answers: The Investment Podcast by Fidelity International

January 15, 2026 · 36 min

About this episode

The episode discusses the potential for a turnaround in Indian equities in 2026 amidst previous challenges in 2025.

External shocks and domestic challenges made 2025 a tough year for Indian equities. In the latest episode of The Investor’s Guide to Asia, Fidelity International Investment Director Nitin Mathur discusses the chances of a turnaround in 2026 and why we should focus more on India’s long-term growth story. With Stuart Rumble and Toasha Wang. Additional contributions from Portfolio Manager Terence Tsai and Asia Economist Peiqian Liu. See omnystudio.com/listener for privacy information.

People in this episode

Hosts: Nitin Mathur, Terence Tsai, Peiqian Liu

Guests: Stuart Rumble, Toasha Wang

Topics covered

  • Indian equities
  • investment strategy
  • long-term growth
  • Asia market
  • economic challenges

Keywords

  • India
  • 2026
  • investment
  • Fidelity International
  • economic growth
  • equities
  • Asia

Mentioned in this episode

Organizations: Fidelity International

Places: India

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