Indian equities historically struggle in January, with the Nifty and Sensex often seeing declines. However, analysts suggest this year might differ, potentially boosted by the upcoming Union Budget. Technical indicators point to potential gains if key levels are breached, while broader markets have shown more resilience. The Nifty closed slightly higher on the first trading day of 2026.
ETMarkets Smart Talk | Renewables, defence to lead in FY27; infra and gas stocks offer high-risk opportunities: Siddarth Bhamre
Siddarth Bhamre expects renewables and defence to lead market performance in FY27, supported by structural tailwinds. Infrastructure and gas stocks may offer high-risk opportunities post-correction.