Nomura's Robert Subbaraman: 2026 Global Growth Risks Overstated, US & India to Lead
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CNBC TV18•23-01-2026, 10:56
Nomura's Robert Subbaraman: 2026 Global Growth Risks Overstated, US & India to Lead
- •Nomura expects global economic growth to remain steady in 2026, driven by the US, India, and continued AI investment.
- •Head of Global Macro Research, Robert Subbaraman, states financial markets have stabilized despite early volatility.
- •Nomura's base case projects global growth at 3% or higher, with geopolitical risks not expected to significantly disrupt markets.
- •AI investment and adoption are anticipated to continue at scale, boosting productivity and corporate spending.
- •India is a preferred economy for 2026 due to low inflation, reforms, strong growth, and an expected rupee recovery.
Why It Matters: Nomura's Robert Subbaraman asserts that 2026 global growth risks are overstated, with US and India leading a stable outlook.
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