CY26 Risks: Global Stagflation, Rupee Stress, Volatile Stocks Ahead, Warns Mavenark's Ponangi
MMoneycontrol•20-03-2026, 06:35
CY26 Risks: Global Stagflation, Rupee Stress, Volatile Stocks Ahead, Warns Mavenark's Ponangi
- •Mavenark's Phanisekhar Ponangi predicts CY26 will be turbulent for equities, reversing 'goldilocks scenario'.
- •Rupee expected to face unprecedented stress; equities may see low single-digit but volatile returns.
- •Global stagflation is a likely outcome if West Asia crisis persists beyond 6 months.
- •US Fed likely to maintain pause on interest rates this year despite inflation concerns from West Asia crisis.
- •Geopolitical risks to elevate inflation, interest rates, and fiscal stress for India; FII outflows expected if Middle East tensions continue.
