Daily Voice: DSP MF’s Vinit Sambre suggests top investment themes for 2026, avoids fresh aggressive allocations to gold and silver amid expensive valuations
Real estate could see a pickup in activity as new launches recover after a softer 2025, particularly among stronger developers, DSP MF’s Vinit Sambre said.
According to him, both gold and silver appear expensive relative to their long-term history, and recent returns may be difficult to sustain. “With limited upside and a weak margin of safety, we would avoid making fresh, aggressive allocations,” he advised.
Daily Voice: Why India risks losing global capital in 2026 even as emerging markets boom
For US markets, Arindam Mandal thinks 2026 is unlikely to be a simple repeat of recent years, but opportunities should still exist beneath the surface.
Daily Voice: AI hype, fragile US growth, FII caution, and why metals may still shine in 2026
High metal intensity required for data centers and electric vehicle architecture ensures a long-term growth trajectory, said Jimeet Modi.
Daily Voice: Nimesh Chandan bullish on earnings growth acceleration next year; double-digit profit growth seen in H2FY26
Nimesh Chandan expects corporate profit growth to move closer to double-digit in the second half of FY26 and further accelerate into the mid-teens in FY27.
Chartist Talk: Bullish momentum intact in RVNL, IRFC on price action and technicals, Nifty F&O expiry seen in 25,970–26,130, says Sudeep Shah
Looking ahead, the 26,200–26,250 zone is likely to serve as a key barrier for Nifty 50. A convincing breakout above 26,250 could open the door for a swift upswing towards 26,500 and then 26,650 in the near term, said Sudeep Shah.
Daily Voice: Rishabh Nahar expects significant divergence in Q3 FY26 earnings season; markets look for delivery on priced-in expectations
On the domestic side, the surprise for markets could be earnings related. Either earnings come in weaker-than-expected, or they surprise positively if demand and margins improve faster than anticipated, said Rishabh Nahar.
Daily Voice: Rohit Sarin expects financials, consumer discretionary sectors to drive equity markets in 2026
Rohit Sarin's preference for 2026 is tilted toward large-cap stocks. This is primarily because large caps are currently more favourably valued relative to mid- and small-cap stocks.
Chartist Talk: Milan Vaishnav expects Nifty 50, Bank Nifty to hit fresh highs soon; bullish on Nifty IT & these 7 stocks
Milan Vaishnav believes the Nifty IT Index is breaking out from a multi-month consolidation and may inch meaningfully higher from current levels.
Daily Voice: Sandeep Bagla flags earnings recovery as key 2026 challenge; sees gold, silver rally continuing on inflation risks
Banks and financial services are relatively safer investment options for 2026 as the credit costs are low, monetary easing is underway and valuations are reasonable, said Sandeep Bagla.
Daily Voice: Avinash Agarwal explains why real estate sector can be a good contra bet for 2026
Avinash Agarwal believes 2026 will be much better for the mid and small-cap segment given that the earnings growth is expected to improve and the full benefit of rate cuts, GST reforms, and other announcements will flow into the economy.
Daily Voice: Sanjay Chawla favours consumer discretionary, healthcare; earnings growth to improve in Q3 FY26
IT and healthcare appear promising at this juncture which are both export-oriented, said Sanjay Chawla.
Daily Voice | Strong asset quality seen for banks, NBFCs in FY26; IT services a dark horse, AI risks to watch: Manish Gunwani
With reasonably healthy current account and inflation, Manish Gunwani thinks bright chances of the rupee having a much better year ahead.
Daily Voice: Don’t expect RBI rate cuts before 1H 2026; double-digit earnings growth likely next year, says Raghvendra Nath
With 125 bps of rate cuts, RBI shall use other tools in its arsenal to ensure transmission of lower rates, according to Raghvendra Nath.
Chartist Talk | Sudeep Shah bullish on 6 stocks, stays bearish on TMPV next week
From a technical standpoint, the prevailing chart structure of both sectors - banking and IT - suggests that they are well-positioned to continue providing support to the frontline indices, making them the likely drivers of any near-term rally, Sudeep Shah said.
Daily Voice | Earnings growth to strengthen into 2026; broader lift needs credit, capex: Anirudh Garg
The probability of a 15–20 percent rally exists, but it is not a default. The more dependable strategy is to focus on breadth of earnings, balance-sheet strength, and valuation discipline rather than targeting a specific index number, said Anirudh Garg.
Daily Voice: Good time for investors to enter Indian equities, Sonal Minhas sees mid-teen returns for 2026
Sonal Minhas believes that high quality banks/NBFCs with MSME, personal and corporate credit exposure should grow well from hereon.
Daily Voice: Despite volatility, India’s growth could surprise in Q3–Q4FY26, says Anil Rego
While global risks and sector-specific challenges remain, the broader economy today is supported by stronger balance sheets, healthier financial system plumbing, and greater policy flexibility than in past cycles, said Anil Rego.
Daily Voice: 2026 should be exciting for Indian equities, earnings likely to rebound to double-digits in FY27, says Kotak's Nilesh Shah
According to Nilesh Shah of Kotak Mahindra AMC, FII flows are likely to return in 2026 as global rate cycles ease, US growth softens, and doubts grow around overhyped AI trades elsewhere.
Daily Voice: BFSI to lead earnings growth next year as credit uptick likely to drive upgrades, says Poonam Tandon
Poonam Tandon prefers sectors such as BFSI, select consumption names (discretionary) and commodities for next year.
Daily Voice: Himanshu Kohli favours financials, telecom, consumer discretionary for 2026; tariff deal timeline unclear
Any positive development on the US trade deal could act as a catalyst to trigger a reversal in sentiment for Indian equity markets in 2026, said Himanshu Kohli.
Daily Voice: Lighthouse Canton’s Pradeep Gupta sees capex, consumption and credit growth moving in sync as markets head into 2026
Pradeep Gupta of Lighthouse Canton expects the government to announce additional reforms in 2026 to keep the growth engine strong going forward.
Chartist Talk | Sudeep Shah picks 2 largecaps for next week; outlook on 6 stocks after smart gains
Currently, the Nifty 50 is trading above both its short- and long-term moving averages, with these averages beginning to slope upward — often an early indication of renewed directional strength, said Sudeep Shah.
Daily Voice | Market now a stock-picker’s game; avoid overweighting solar in 2026: Nikhil Khandelwal
If earnings stabilise and domestic liquidity stays healthy, 2026 still has room to surprise on the upside for the market, said Nikhil Khandelwal.
Daily Voice | FIIs to return in 2026: Helios’ Dinshaw Irani sees domestic consumption sectors outperform
Dinshaw Irani of Helios India does not like but loves the quick commerce space as this segment, given the under penetration, is expected to see exponential growth in the near future.
Daily Voice: Fed’s 2026 successor likely to stay dovish, push early rate cuts, says LGT’s Hofer
The big wildcard for 2026 is whether the war in Europe can end, delivering a major peace dividend for markets, said Stefan Hofer.
