BEST Stocks in 2026 : Portfolio Strategy for Indian Investors | Sandeep Jain | FWS 83

"2026 answer is 100% equities for me 100% equities is good because have consolidated markets might go up from here"

"I think I have seen many of the PMSs doing this and we have been doing it and I think we will be doing it over the next 5 10 years also"

"hotels will do well. There are many small hotel stocks also which we have been recommending like you know lemonry."

"medical tourism is going to be great and previously in the past years the medical infrastructure was not all that great but now other than Mumbai all the other cities also have good hospitals you know Bombay, Bangalore, Hyderabad, Coimur even uh Jaipur has got some goodos hospitals. So medical tourism hospital infrastructure is amazing. So hospitals are going to give very good returns because the average rental per occupied bed is going up."

"The paints industry again Asian paints is a great stock great story so it is a buy on div story from our side cement stocks again okay when you talked about cement is brilliant that's a brilliant story because despite being a commodity you know they have a very good P multiple because there is a brand story also with it so like Abuja ACC after being taken over by Adani there's a huge amount of consolidation in the industrym M so we are very bullish on these large caps like Abuja and smaller stories there are many smaller stories in the cement stocks. So I think you know cement is going to do very well and cement despite having a very uh u rigorous monsoon this time. So you know we had a very good cement sale this time in the last quarter also and again coming quarters I think cement will do really well."

"So this is going to bring a big consumption boom in the country. So consumption is going to increase for sure."

"Jio platforms is coming up with an IPO say in the next calendar year by March I think they will be coming up with their IPOs that's what I feel so Reliance is a telecom company also and it's a diversified conglomerate oil and gas so Reliance Geo platforms will come up with a huge huge market cap and I think it will be a 55,000 cr IPO so I really you know want to uh suggest to all our viewers that you know whenever you are there even A minor can open a demat account. People don't know about it. Every married person should have a HF account. Okay. So in a family generally husband, wife, HF and two children, five accounts and if you are in a joint family you can have number of accounts. So basically in all these you can invest minimum 15,000 right? So I feel that you know when there are there are lots of times you know there are cult IPOs. Cult IPOs means you know who changed the perspective and NSDL was one of them as I told you that you know Marauti was one of them in the past we saw coal India then there was a negative cult IPO which was Reliance power you don't remember that that was 2008 right so it spoiled the whole ecosystem so people stopped investing in IPOs so Jio let's see what is the pricing because at this point of time we cannot you know recommend but I feel that people should be ready with all their demat accounts to invest in these kind of IPOs. People really make good money in these IPOs."