As investors look ahead to 2026, select pockets of the Indian equity market continue to offer compelling opportunities, according to Mohit Bhatia. He believes that financial services, automobiles, and healthcare are among the sectors best positioned to deliver sustainable growth in the coming year.
Bhatia pointed out that domestic fundamentals remain supportive for these sectors, driven by steady demand, improving balance sheets, and long-term structural tailwinds. Financial services could benefit from stable credit growth and improving asset quality, while the automobile sector is likely to see continued traction from rising incomes, premiumisation, and the transition toward cleaner technologies. Healthcare, meanwhile, remains a strong defensive-cum-growth play, supported by domestic consumption, innovation, and export opportunities.
Commenting on global factors, Bhatia said that a potential US trade deal could improve overall investor sentiment, but cautioned against assuming an immediate surge in foreign portfolio investor (FPI) inflows. тАЬItтАЩs not certain that large-scale FPI inflows will happen only after a trade agreement. Global liquidity conditions, relative valuations, and risk appetite will also play a major role,тАЭ he noted.
Overall, Bhatia advised investors to focus on stock-specific opportunities and sector leaders, rather than relying solely on macro triggers, as markets navigate a mix of global uncertainty and domestic resilience in 2026.
