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Indian equities face an uncertain start to 2026 after a volatile 2025. While a recovery is expected, lingering trade deal doubts and a lack of new catalysts suggest a stock picker's market. Leading brokerages highlight high-conviction ideas with potential upside between 11.3% and 39%.
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With a Rs 10 lakh lump sum for the new year, assess your risk tolerance first. Investment advisors recommend allocating at least 40% to equity mutual funds, despite past market underperformance. Diversify with multi-asset and hybrid funds, and continue including gold and silver in your portfolio.
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News and Media
CY25 saw precious metals surge while equities showed resilience and fixed income lagged. CY26 anticipates a volatile Test match for equities with moderate gains expected, driven by earnings growth and domestic buying. Gold and silver retain their positive outlook, while fixed income requires agile duration management. Investors should prioritize asset allocation, patience, and quality for long-term rewards.
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News and Media
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