The TOP SECTORS Smart Investors Are BETTING on for the Next Market Cycle Ft. Kirttan Shah | FWS 91
Published: 2026-01-18
Status:
Analyzed
Published: 2026-01-18
Status:
Analyzed
Predictions from this Video
Incorrect: 3
Prediction
Topic
Status
2026 will be a very choppy year for the markets.
"You Feel Like 2026 Will Be Very Choppier for the Markets."
Pending
Indian large-cap equities, specifically those following a value style of investing, will perform well in 2026.
"I think 2026 large caps will do well and with in large cap also value style of investing will do very well."
Pending
There will not be a significant rally in Indian mid-cap and small-cap equities in 2026.
"I don't foresee a runner away rally in a mid cap and a small cap in India"
Pending
2026 will be characterized by large-cap and value investing in India.
"I think 2026 is a large cap and value story in my opinion."
Pending
There will not be a significant upward movement in equities in 2026 that investors would miss out on.
"I am not seeing any significant move in equities that you will miss out on if you if you don't invest money in 2026 is the theme that we are playing out."
Pending
India's equity market is positioned to perform decently.
"I think India is decently poish."
Incorrect
The Indian banking and financial services sector will perform very well in 2026.
"banking financial services will do very well in 2026."
Pending
The Indian auto sector will perform very well in 2026.
"Autos will do very well in 2026."
Pending
The Indian defense sector will perform very well in 2026.
"defense will do very well in 2026."
Pending
The Indian IT sector will do decently well in 2026.
"I think it will do ah decently well which is it."
Pending
Public Sector Undertaking (PSU) banks will perform well.
"PSUs will do well."
Correct
Interest rates are unlikely to increase in the future.
"We don't see a reason why rates will go up any time in the future."
Correct
Consumption will increase, leading to higher loan uptake, and banks will continue their positive performance.
"So the consumption is going to pick up. So a loan will pick up right which is why banks we hope will continue to do what they did in 202"
Pending
The positive trend in the defense sector will continue in 2026.
"that story should also play out in 2026."
Pending
If questions arise about the high valuations of US IT companies (driven by AI), Indian IT will benefit due to its lower valuations and strong cash positions.
"if people start asking the right questions at some point in time of weather or not do these valuations justify from a liquidity stand point India it will benefit"
Incorrect
Copper is poised for a significant price increase to catch up with other commodities.
"Copper's got a catch play to do."
Incorrect
If the 'precious metal' theory (demand for commodities) continues in 2026, copper will perform decently well.
"if at all the precious metal theory still plays out in 2026 ah probably copper will end up doing decently well."
Pending
Credit risk funds (credit story) will perform well over the next 20-22 months.
"what I think we will do well from now up to the next 20-22 months is actually the credit story."
Pending