Expert Outlook: Top Investment Themes and Sector Recommendations for 2026
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Expert Outlook: Top Investment Themes and Sector Recommendations for 2026

Experts anticipate strong performance in consumption, financials, healthcare, and consumer discretionary sectors for 2026. Real estate is highlighted as a lagging sector with significant upside potential due to multiple tailwinds. Financial institutions, including banks and NBFCs, are expected to be crucial in funding consumption, real estate, and capital expenditures, with public sector banks noted for their potential despite recent gains.

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