2026 Market Outlook: Gaurav Sharma On Top Investment Sectors And Long-Term Investment Opportunities

Gaurav Sharma, Associate VP & Head of Research at Globe Capital, shares his insights on investment opportunities in the current market. He recommends focusing on IT stocks, both large-cap like TCS and mid-cap players like Persistent and Coforge, for long-term value. Additionally, he suggests looking at top PSU banks, NBFCs, and auto ancillaries, particularly companies like Motherson Sumi and Minda Corporation, which are expected to perform well in the next 2-3 quarters. Gaurav also highlights Hindustan Zinc, predicting further gains driven by its strong position in silver production. He advises holding a bullish outlook heading into 2026, with PSU banking and IT as key sectors to watch.