2025 marked a year of sharp divergence in global markets, with overseas equities and precious metals delivering outsized returns, driven by easing financial conditions, strong earnings and risk appetite, while Indian benchmarks underperformed peers despite stable macro fundamentals.
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.
April 4, 2026