Market Outlook: Now the new year is not far away. This year the market faced challenges like US trade deal, selling by FIIs very well. The question is whether the market challenges will end in the new year. Will FIIs again return to the market and the market will make new highs? Talking about the market outlook of the year 2026 and how it will be on the theme of earnings. DRCHOKSEY Deven Choksey Managing Director of FINSERV Said that the year 2026 is going to be with new expectations. This year, good growth is possible in companies that innovate in technology.
He further said that overall growth in the capital market will continue. This sector has shown good growth in 2025 which can continue in future also. Capital markets will be associated with corporate growth in 2026. Even if the valuation in this sector does not get expansion, the value will definitely increase with growth.
Bullish outlook in metal commodity segment
Talking about the commodity space, Deven Choksi said that the way data processing work is increasing, businesses related to it will do well. Like copper business. A very good rise is being seen in copper. The way forward looks quite clear for select commodities. Bullish outlook has formed in the metal commodity segment. Good growth can be seen in the metal sector in future.
Focus on value for sustainable growth
He believes that for sustainable growth in the portfolio, it would be better to focus on value rather than market momentum. Sustainable growth will be found in HUL, IT, bank shares. I believe that instead of focusing on any one sector, focus on shares. We have high hopes for realty stocks that are working on ultra luxury projects in real estate.
Growth expected to continue on EMS segment
Talking about the EMS segment, he said that there has definitely been a correction in stocks like Amber and Dictionary, but their growth may accelerate further. There is some concern about valuation among companies but this segment growth is expected to continue.
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