Stock Market Outlook, Dec. 27 -- As India approaches 2026, investors are navigating a market landscape shaped by currency volatility, selective sectoral strength, and evolving growth drivers. According to a recent report by global brokerage house CLSA, the broader narrative is no longer about headline momentum but about identifying durable themes across consumption, infrastructure, technology, and financials.

The report captures a moment where India's macro fundamentals remain intact, even as near-term challenges test sentiment.

CLSA noted that the Indian rupee crossed the 91-mark against the US dollar in December 2025, marking a depreciation of over 5.5% for the year. However, the brokerage highlighted that this move has been gradual r...