New Delhi, Dec. 29 -- Even in a tough year, the Nifty has delivered 7-8% returns, Systematic Investment Plan flows remain strong, and this phase has been more of a time correction than a price correction, said Sunil Singhania, founder of Abakkus Asset Manager. As economic recovery gains pace, he is more optimistic about 2026 and 2027.

While some markets, such as South Korea, have posted 60-70% gains in 2025, these gains reflect a catch-up after years of flat returns and are driven by just a handful of tech and AI stocks, making them vulnerable if the AI trade cools. India, after a strong run between 2020 and 2024, is consolidating, with five-year returns still healthy, he said.

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Abakkus was founded in 2018 as my first e...