810
2 months ago
Stock-picker mkt as global risks persist: Anand Shah
Summary
Indian equity markets remain under pressure amid global risk-off sentiment, AI-led rotations and muted earnings growth, says ICICI Prudential AMC’s Anand Shah. He explains why 2026 will be a stock-picker’s market, highlights preferred sectors like financials and metals, and outlines why valuation discipline and asset allocation are crucial for investors.
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Subscribe to ET Prime and read the Economic Times ePaper Online.and Sensex Today.
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Listen to this article in summarized format
Unlock AI Briefing and Premium Content
India set for earnings-led comeback in 2026, foreign flows may return, says Timothy Moe of Goldman Sachs
Why a 70:30 India-global portfolio makes sense in a changing world, Subho Moulik decodes
SIFs Explained: How ICICI Prudential AMC’s Rajat Chandak plans to use hybrid long-short strategies to smooth returns
(What's moving Sensex and Nifty Track latest market news, stock tips, Budget 2025, Share Market on Budget 2025 and expert advice, on ETMarkets. Also, ETMarkets.com is now on Telegram. For fastest news alerts on financial markets, investment strategies and stocks alerts, subscribe to our Telegram feeds .)
Subscribe to ET Prime and read the Economic Times ePaper Online.and Sensex Today.
Top Trending Stocks: SBI Share Price, Axis Bank Share Price, HDFC Bank Share Price, Infosys Share Price, Wipro Share Price, NTPC Share Price
(What's moving Sensex and Nifty Track latest market news, stock tips, Budget 2025, Share Market on Budget 2025 and expert advice, on ETMarkets. Also, ETMarkets.com is now on Telegram. For fastest news alerts on financial markets, investment strategies and stocks alerts, subscribe to our Telegram feeds .)
Subscribe to ET Prime and read the Economic Times ePaper Online.and Sensex Today.
Top Trending Stocks: SBI Share Price, Axis Bank Share Price, HDFC Bank Share Price, Infosys Share Price, Wipro Share Price, NTPC Share Price
Budget is not a wish list: Constraints that shape taxes, borrowings, wallets
From charts to chatbots: How retail investors are deciding stocks
Indian IT finally stops window-shopping and heads to the M&A checkout
Can ‘talking cars’, govt’s INR5,000 crore bet, silence Indian road realities?
Stock Radar: Infosys stock gives a breakout above 6-month long consolidation zone; time to buy for medium-term?
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 35%
Top Tax Saving Mutual Funds
Better Than Fixed Deposits
Low Cost High Return Funds
SIP’s starting Rs. 500
Top Performing Mid Caps
Promising Multi Cap Funds
Top Performing Index Funds
In Case you missed it
Top Searched Companies
Most Searched IFSC Codes
Find this comment offensive?
Choose your reason below and click on the Report button. This will alert our moderators to take action
Reason for reporting:
Your Reason has been Reported to the admin.
Will not be displayed
Worry not. You’re just a step away.
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Big Price Drop! Flat 40% Off
Offer Exclusively For You
ON ET PRIME MEMBERSHIP
Offer Exclusively For You
With 1 and 2-Year ET prime membership
Offer Exclusively For You
With 1 and 2-Year ET prime membership
Offer Exclusively For You
Then ₹ 1749 for 1 year
Offer Exclusively For You
ET Prime at ₹ 49 for 1 month
Then ₹ 1749 for 1 year
Get flat 40% off on ETPrime
Trump temper on H-1B visas is forcing Indians to do these things to stay put in US
What Adani’s US indictment means for India Inc’s overseas fundraising
Why veterans like Reliance, L&T are on acquisition spree? Aswath Damodaran has an answer.
Will China’s dollar bond sale in Saudi Arabia trump the US in financial world?
Huawei launches its own OS to compete with Google and Apple. But can it win beyond China?
The problem with lab grown diamonds
Why a falling rupee is a better option for the economy
A list of top 20 momentum stocks that have delivered massive returns in one year
Grow your wealth with stock ideas & sectoral trends.
Buy low & sell high with access to Stock Score, Upside potential & more.
Get to know where the market bulls are investing to identify the right stocks.
Check the score based on the company's fundamentals, solvency, growth, risk & ownership to decide the right stocks.
Analyze the market sentiments & identify the trend reversal for strategic decisions.
Stock Talk Live at 9 AM Daily
Ask your stock queries & get assured replies by ET appointed, SEBI registered experts.
Read the PDF version of ET newspaper. Download & access it offline anytime.
ePaper - Digital View
Read your daily newspaper in Digital View & get it delivered to your inbox everyday.
Manage your money efficiently with this weekly money management guide.
Read the PDF version of TOI newspaper. Download & access it offline anytime.
Explore the In-depth explanation of complex topics for everyday life decisions.
Get fitter with daily health insights committed to your well-being.
Personal Finance+ Stories
Manage your wealth better with in-depth insights & updates on finance.
New York Times Exclusives
Stay globally informed with exclusive story from New York Times.
Stream new documentaries from all across the world every day.
Leadership | Entrepreneurship People | Culture
Leadership | Entrepreneurship People | Culture
Leadership | Entrepreneurship People | Culture
Leadership | Entrepreneurship People | Culture
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Stories you might be interested in
AI Description
The article discusses the current challenges facing Indian equity markets, emphasizing the impact of global risk-off sentiment and AI-led market rotations. It highlights the importance of stock-picking and strategic asset allocation for investors.