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Daily Voice: Rohit Sarin Sees Financials & Consumer Discretionary Driving Indian Equity Markets in 2026

Market strategist Rohit Sarin expects financials and consumer discretionary sectors to lead the charge in Indian equity markets in 2026.

  • Sarin prefers large-cap stocks for the upcoming year, citing that they are more attractively valued compared to mid- and small-cap stocks.
  • His outlook suggests a sector-focused approach, with investors likely to benefit from stable earnings growth in well-capitalized companies.

This strategy emphasizes value and stability, as market participants navigate evolving macro conditions and global uncertainties.

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