My ( 18 Stocks) Watchlist For 2026 ( Budget Special ) | Stocks & Sectors To Benefit Long Term ?

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Disclaimer:
This video is for educational and informational purposes only. It does not constitute any investment advice, stock recommendation, or buy/sell call. Always do your own research or consult with a registered financial advisor before making any investment decisions.





















00:00 – Budget: Good or Bad?
01:20 – Sectors That Will Do Well
02:00 – Sector 1 & 3 Stocks
05:52 – Sector 2 & Stocks
07:14 – Sector 3
07:45 – Semiconductor & EMS
13:11 – Sector 5
15:00 – Sector 6
16:00 – Sector 7: Data Center
18:00 – FII & DII View
19:28 – Sector in Trouble? | Capital Market & STT Tax Increase
24:17 – BESS & Other Emerging Sectors
26:38 – What to Do Now?












My 2026 Budget Special Watchlist is out 📊
Sharing 20 carefully tracked stocks across future-ready sectors that can benefit long term from India’s growth story 🇮🇳
In this short, I cover key sectors getting strong policy + capex support:
• Textile & Manufacturing
• EMS (Electronics Manufacturing Services)
• Data Centers & Digital Infra
• AI & High-Tech
• Infrastructure & Capital Goods
• BESS (Battery Energy Storage Systems)
• Semiconductor Ecosystem
📌 Focused on structural growth, sector tailwinds & Budget themes
📌 Not tips — only watchlist & research-based insights
If you track themes before the market, this one’s for you


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