Скачать или смотреть Market Outlook 2026: Venkatesh Balasubramaniam On Small Caps, Consumption & Auto Picks | ET Now

Market Outlook 2026: Venkatesh Balasubramaniam On Small Caps, Consumption & Auto Picks | ET Now

Venkatesh Balasubramaniam, MD & Head of Research at JM Financial, shares his market outlook for 2026. He discusses why small caps and micro caps could offer strong opportunities over the next 6–12 months, while large caps remain defensive. Insights on sector-wise preferences: bullish on consumption, autos, real estate, hotels, internet, and NBFCs, while banks, IT, utilities, and pharma face structural challenges. Key stock picks and investment strategies revealed.

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