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Money managers favor blue-chip stocks for 2026, anticipating foreign investor interest and better valuation comfort. While Nifty gained 10.5% in 2025, mid and small caps lagged. Experts predict Nifty and Sensex gains of 8-14% in 2026, with large caps expected to lead initially.
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Warren Buffett concludes his long tenure as Berkshire Hathaway CEO today. Gregory Abel assumes day-to-day leadership. Investors now assess Berkshire's future without Buffett's direct operational guidance. The conglomerate, built into a financial giant, faces new challenges in capital allocation and governance. Buffett's philosophy of patience and enjoyment of work remains, but his singular influence departs.
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As India approaches 2026, investors are shifting focus from dominant sectors to lagging ones like IT, real estate, and platform businesses. Rajat Sharma sees significant opportunity in IT, citing depressed valuations and potential currency tailwinds, while also favoring select fintech and platform companies with strong distribution.
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Indian markets experienced significant shocks, including a depreciating rupee and massive FII sell-offs, despite a robust macro environment. This disconnect, driven by AI trade flows and trade deal delays, led to broader market carnage. However, with valuations normalizing and reforms accelerating, 2026 could see a shift as the rupee stabilizes and FII flows potentially return.
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As markets step into 2026 amid shifting global cues, volatile flows, and divergent sectoral trends, stock selection is set to matter more than broad index moves. Analysts believe 2026 will reward companies with strong balance sheets, earnings visibility and pricing power, even as macro uncertaintiesfrom interest rates to geopolitical riskslinger. But investors willing to ride momentum could consider three stocks suggested by Sumeet Bagadia, Executive Director at Choice Broking to make handsome gains up to 20%. Take a look!
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