India Outlook 2026: Aligning Dividend Strategies with a Shifting Economy

A surging crude oil market, inflationary pressures, and currency depreciation have been reshaping India's macroeconomic outlook since the onset of the conflict in the Middle East. The Indian equity market has also experienced heightened volatility since early 2026, driven by historic investment outflows and increased economic uncertainty tied to geopolitical risks. As capital appreciation slows in this environment, defensive anchors and cash-generating dividend strategies are poised to make a strong comeback as central investment themes.

Join our Head of APAC Economics research and Equities Dividend Forecasting experts for an exclusive webinar exploring the dividend and capital market landscape under India's current economic outlook. Topics include but not limited to:

• India Country Risk Outlook: What are the primary triggers shaping India's macroeconomic landscape in 2026?
• Oil & Gas Dividend Projections: Navigating upstream windfalls versus downstream margin squeezes amid Middle East supply disruptions.
• RBI’s Dividend Policy Overhaul: Analyzing the potential for disruption to banking sector payouts.
• FMCG Dividend Resilience: Assessing how rising inflation and crude-linked logistics costs will impact consumer goods payouts.
• Defensive Plays in Insurance: Can insurance stocks attract steady institutional flows despite rising global uncertainty and FII exits?
• Artificial Intelligence: Dividend prospects for NIFTY IT

Speakers

Mohammad Hassan

Head of APAC Dividend Forecasting, APAC Equities Dividend Forecasting
S&P Global Market Intelligence

---

Hanna Luchnikava-Schorsch

Head of APAC Economics
S&P Global Market Intelligence

---

Tusharika Aggarwal

Research Analyst, APAC Equities Dividend Forecasting
S&P Global Market Intelligence

---

Aditya Dhingra

Research Analyst, APAC Equities Dividend Forecasting
S&P Global Market Intelligence

---