Challenging 2026 Ahead? | Sectors That Could Deliver Returns

Market expert Raghvendra Singh shares his investment outlook for 2026, calling it a challenging yet opportunity-driven year for investors. After a difficult 2025 and with further volatility expected in the first quarter of 2026, he outlines a clear portfolio strategy focused on resilience and long-term trends. Singh suggests a diversified allocation with a strong tilt towards metals, including gold, silver, aluminium and copper, which he believes will continue to perform well. He also recommends exposure to PSU banks, defence and infrastructure sectors, while advising caution on IT stocks due to rising currency depreciation. According to him, investors should stay patient and review IT opportunities only by mid-2026. Watch this video for a sector-wise breakdown and practical guidance on designing a portfolio for the year ahead.