“Autos are expected to see strength early in the year, followed by a seasonal pickup in consumer durables. One of the strongest calls for 2026, however, is real estate and a sector that has lagged the broader market despite multiple tailwinds. Finally, the backbone of this cycle will be the financial sector. Banks and NBFCs are expected to play a central role in funding consumption, real estate and capex, with public sector banks standing out despite their strong recent performance,” shared with ETMarkets.
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