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ETMarkets Smart Talk | Financials, manufacturing and consumption to lead in 2026 as India’s structural story strengthens: Raghav Iyengar

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•Raghav Iyengar stated that financials, manufacturing, and consumption sectors will lead growth in India in 2026.
•Rakesh Pujara indicated that after 18 months of no returns, the Indian market is set for 2 to 3 years of above-average gains.

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▸If India's structural economic improvements continue as projected financials, manufacturing, and consumption sectors may experience accelerated growth, benefiting investors and related industries.

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AccionesIndian Financial Sector StocksPresión Alcista

If financials lead growth in 2026 as expected, stocks in this sector may experience upward pressure.

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🌍South Asia

Personas

👤Raghav Iyengar(market commentator and participant in ETMarkets Smart Talk session)

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FINANCE

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Fuentes (2)

FINANCEEconomic Times (India)ETMarkets Smart Talk | After 18 months of no returns, stage set for 2–3 years of above-average gains: Rakesh Pujara FINANCEEconomic Times (India)ETMarkets Smart Talk | Financials, manufacturing and consumption to lead in 2026 as India’s structural story strengthens: Raghav Iyengar

In early 2026, financial experts Raghav Iyengar and Rakesh Pujara provided insights on India's economic outlook during ETMarkets Smart Talk. Iyengar highlighted that financials, manufacturing, and consumption sectors are expected to lead growth in 2026, driven by strengthening structural factors in India's economy. Pujara noted that after a period of 18 months without returns, the market is poised for 2 to 3 years of above-average gains. These perspectives suggest a positive shift in India's economic trajectory, emphasizing key sectors that could drive sustained growth.