Market Masters | Stock Picking Strategies In A Volatile Indian Market

Описание: In early 2026, Nifty and Bank Nifty hit record highs after a painful 15-18 months for broader markets. ValueQuest Investment Advisors Founder and CIO Ravi Dharamshi sees 2026 brighter than 2025, citing reduced valuations (no longer bubbly), pro-growth policy shift by government & RBI (liquidity focus, relaxed regulations), and expected credit growth rebound to 15%. India underperformed globally in 2025 due to high starting valuations, but relative attractiveness emerges. Key sectors: metals (industrial/base), financials (NBFCs now, banks later), consumption (tax/interest rate relief), cement (supply constraints, infra/real-estate pickup). Avoid traditional IT services (AI disruption risk). Pharma shifts to complex drugs/healthcare services. Budget to continue targeted demand stimulus; private CapEx cycle revival expected in 2+ years.

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