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Summary
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
S&P Global Market Intelligence
Mohammad Hassan
Head of APAC Dividend Forecasting, APAC Equities Dividend Forecasting
Hassan has over a decade of experience in the financial services industry with expertise spanning fundamental equity research, equity derivatives, quantitative investment due diligence on hedge fund strategies and indexation. Hassan is a regular speaker at conferences and is cited frequently for his views on macroeconomics, dividends and hedge funds in press and news media.
Hassan is a CFA Charter holder and holds a BA in Economics from the National University of Singapore.
S&P Global Market Intelligence
Hanna Luchnikava-Schorsch
Head of Asia-Pacific Economics
Ms. Hanna Luchnikava-Schorsch, Head of Asia-Pacific Economics, is the lead India economist with the Global Economics group at S&P Global. Her research focuses on macroeconomic, financial and business developments in Asia, with particular emphasis on India. Among the issues she tracks are monetary and fiscal policies, financial and labor markets, as well as foreign trade and investment. She has prior experience in macroeconomic forecasting and market research gained with leading global institutions and firms, including the World Bank and McKinsey & Company. Her university degrees include a Bachelor of Arts in International Relations from the Belarusian State University, Minsk, Belarus, and a master's degree in International Economics and Finance from the International Business School at Brandeis University, Waltham, Massachusetts, US.
S&P Global Market Intelligence
Tusharika Aggarwal
Research Analyst, APAC Equities Dividend Forecasting
Tusharika is a research analyst specializing in dividend forecasting for Indian and Japanese markets. Her expertise lies in producing insightful dividend estimates and various research reports on notable sectors, industries which are regularly cited by prominent media houses. Tusharika holds a Bachelor of Commerce (Hons.) degree from University of Delhi and is pursuing CFA.
S&P Global Market Intelligence
Aditya Dhingra
Research Analyst, APAC Equities Dividend Forecasting
Research Analyst, APAC Equities Dividend Forecasting, S&P Global Market Intelligence
Questions?
Please contact us if you need more information or have trouble accessing the webinar.