Will Equities Rebound in 2026?

• Equities may lead in 2026, following gold's performance, per Dipan Mehta's assessment.
• Metals, autos, ports, and NBFCs are key growth sectors for strategic investments.
• India is overweight due to structural forces; Goldman Sachs forecasts strong growth.

Following gold's strong showing, the investment world is abuzz with speculation. Could equities be set for a comeback in 2026? This report delves into the factors influencing market trends, examining expert opinions and forecasts to provide insights into potential investment opportunities.

Equities' Potential Resurgence

According to Dipan Mehta, equities might recover and lead in 2026. This assessment follows gold's performance. Small and mid-cap stocks seem more promising, and metals, automobiles, ports, and select NBFCs are the key themes. This viewpoint emphasizes the necessity of strategic investments during these dynamic market shifts.

Focus on Growth Sectors

Metals, automobiles, and ports are identified as crucial sectors by Mehta, alongside select NBFCs, suggesting areas that will offer growth prospects. This emphasis guides investors towards sectors that are anticipated to experience substantial expansion. It helps them to strategically tailor their investment strategies.

India's Economic Projections

Vivek Paul of BlackRock sees structural forces driving markets, with India as an overweight. Goldman Sachs forecasts indicate strong growth for India in 2026 and 2027. These forecasts are important for understanding the economic outlook and investment strategies.