What's Hot Today | Prashanth Tapse Tells You The Top Sectors For 2026

As 2025 concludes amid uncertainties like Trump tariffs, global shocks, and market volatility, Indian equities approach 2026 with renewed optimism. The ongoing Santa Rally pushes indices toward all-time highs, supported by a positive undertone, stable rupee, RBI interventions, multiple FTAs, and expectations of Q3 earnings recovery, higher capex, and consumption revival from earlier reforms. Market expert Prashanth Tapse emphasizes key 2026 triggers: corporate earnings growth, potential US-India trade deal clarity for sentiment boost, possible FII return once valuations align, and sustained domestic flows providing downside protection. Risks include geopolitical tensions, global rate hikes, and execution delays in earnings. Investment advice focuses on diversification, gold/silver allocation, balanced large/mid/small-cap exposure, and a flexi-cap strategy. Top sectors poised for outperformance: Banking & Financials, Capital Markets, Real Estate, New Age Businesses and Manufacturing/Make in India.