Mark Mobius Expects 12-15% Returns from Indian Markets in 2026, Maintains 30% Portfolio Allocation
Published on: Jan. 5, 2026, 5:56 a.m. | Source: scanx.trade
Mark Mobius maintains a 30% portfolio allocation to India and expects 12-15% returns in 2026, citing economic reforms and sourcing shifts from China. He focuses on technology-adopting companies, retail transformation, and manufacturing sectors, while recommending 20% cash reserves for market uncertainty. The veteran investor prefers India over China due to superior growth dynamics and demographic advantages.
