The Strategy Post (2026 Market Focused)

The Indian equity market in 2026 is expected to be a year of balance rather than sudden surprises. Following a strong 2025, valuations in mid-cap and small-cap sectors have become stretched, making large-cap stocks a more sensible anchor for your risk-adjusted portfolio.

Current trends suggest a move away from short-term noise toward thematic investing—focusing on sectors like digital transformation, infrastructure, and green energy. Veteran investors like Vijay Kedia emphasize that for true long-term growth, you must ignore daily headlines and focus strictly on corporate earnings. This year, "SMILE" at your investments by looking for companies that are Small in size but Large in aspiration and market potential.