Geopolitics and Market Dynamics to Shape 2026 Financial Outlook, Experts Say

Experts highlight that 2026 financial markets will be shaped more by geopolitical developments than by technology such as AI. While emerging markets, including India, show resilience and positive growth prospects, foreign investment is cautious due to geopolitical tensions and evolving US-India relations. Oil supply dynamics, particularly involving Venezuela and Iran, may influence inflation and US Federal Reserve policies. Market leadership is expected to narrow, emphasizing selective investment in AI-linked and cash-generating firms amid ongoing global uncertainties.