Pankaj Tibrewal on AI, capital markets and where investors should focus in 2026

Indian investors are focusing on midcap IT companies, private banks, and hard assets. Midcap IT firms are expected to grow faster due to AI adoption. Private banks are set for earnings growth after a period of consolidation. Hard assets like metals will benefit from supply constraints. These sectors offer opportunities for patient investors as the market prepares for future growth.

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