Looking for best investment theme/sector for 2026? Here is what Lakshmi Iyer and 8 other experts recommend

Market experts see 2026 favouring risk assets, with strong consensus around consumption, financials and autos. Lenders, NBFCs, PSU banks, consumer discretionary, real estate and defence emerge as key themes, alongside selective opportunities in healthcare, renewables, manufacturing, chemicals and cement, supported by growth visibility, valuations and structural tailwinds.