Market outlook 2026: PL asset management In Head, quant investment Strategy And Fund manager Siddhartha Vora According to, 10 in 2026 percentage rally or more growth seem possible to achieve remained IsThey Moneycontrol Said in an interview to reduce it base But earnings better in growth, strong domestic liquidityneutral Valuation and new demand Of triggers better than the market support will get.
December quarter earnings in bicycle downgrade Compared to upgrade will be quite a lot
He believes that the December quarter starting next week earnings in bicycle downgrade Compared to upgrade There will be many more. In fact, it is more durable earnings upgrade The cycle may begin.
2026 in 10 percentage rally or more growth possible to achieve
official capex There is a good possibility of. of private sector balance sheet more healthy Having more credit growth Has remained stable. In such a situation, if private capex And consumption If the momentum continues execution and also from the benefits of growth Might be possible. 2026 in 10 percentage rally or more growth Seems possible to achieve. lower the market base But earnings better in growth, strong domestic liquidityneutral Valuation and new demand Of triggers better than support will get.
real estate And paint Sector will be in stock-specific opportunities
Are you for 2026 real estate And paint regarding the sector bullish Are? In response to this Siddharth Vora Said that both favorable interest rates and stable crude oil prices sectors For positive There are signs. Although, competition is too much, so that margin But the pressure may remain. as a resultinstead of the entire sector stock-specific There will be more opportunities. on such companies focus should be in which execution have strong capabilities, which balance The sheet should be strong and pricing Discipline But focus yes.
IT And chemicals their for 2026 contrarian bet
yours for the new year contrarian bet What are? Siddharth talking about this Vora said that IT And chemicals their for 2026 contrarian There are stakes. global of recession concerns And pricing pressure Both due in 2025 sectors performed poorly. as and when demand will be stable and long-term fundamentals compared to Valuation will remain attractive, these sectors Selected companies may perform better.
growth Of attitudes From New edge digital consumer of companies Outlook Good
Are you for 2026 New edge digital consumer regarding companies positive Are? Siddharth giving his opinion on this Vora said that growth Of attitudes of these companies from Outlook Well made. digital The trend of adoption is increasing. They will get benefit from this. Although, Valuation And financial Discipline Of attitudes There is a need to be careful regarding these. market fast Profitability, cash flow generation And sustainable unit Economics Is giving importance to, which is big in this sector gap those who produce factor Will be.
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