Stock Picks & Market Outlook for 2026

Two experts, Sumeet Bagadia and Deven Choksey, have shared their stock picks and market outlook for 2026.

Bagadia recommends buying Mahindra & Mahindra, Marico, and Hindustan Petroleum, expecting them to perform well.

Choksey is positive about Bajaj Finance, Bajaj Housing Finance, and Shriram Finance, especially in the NBFC sector.

He also believes large-cap IT firms will see steady gains due to AI-led transformations.

In 2025, Indian stock markets gained significantly, with the Sensex rising by 8.39%.

However, mid- and small-cap stocks may see consolidation in 2026 due to high valuations.

Both experts agree that the market remains attractive from a valuation standpoint, with large-cap opportunities looking favorable.