Investment Strategies for 2026: Insights from PL Capital Experts
Where should you invest in 2026? Experts at PL Capital decode the best bets
Business Standard
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In a volatile market influenced by global tensions, brokerage firm Prabhudas Lilladher (PL Capital) advises investors to focus on structural strengths in Indian equities. Key sectors include logistics, healthcare, and emerging themes like artificial intelligence. Investors should adopt a cautious yet opportunistic approach, prioritizing quality and diversification.
- 01Investors should brace for volatility while recognizing India's structural strengths.
- 02Key sectors for investment include logistics, ethanol, and healthcare.
- 03Emerging themes like artificial intelligence and robotics are gaining traction.
- 04A two-pronged strategy focuses on defensive and cyclical investments.
- 05Investors are encouraged to choose quality over quantity and maintain diversification.
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At the recent PL Alpha: India View webinar, brokerage firm Prabhudas Lilladher (PL Capital) emphasized the need for investors to navigate a volatile market shaped by geopolitical tensions involving the US, Israel, and Iran. Co-Head of Institutional Equities, Amnish Aggarwal, noted that while India has shown resilience, rising crude prices could lead to inflationary pressures that might impact growth and earnings expectations. The advisory team, led by Vikram Kasat, highlighted a shift towards high-conviction, theme-driven investments, focusing on sectors like logistics, ethanol, and healthcare. New-age themes such as artificial intelligence and robotics are also gaining traction, indicating a transition from cyclical to structural investing. The technical outlook suggests a range-bound market, with selective momentum across sectors, particularly in metals, banks, and autos. Experts recommend a defensive posture in pharmaceuticals and utilities while considering cyclical plays in capital goods and infrastructure. Overall, PL Capital's strategy encourages investors to remain cautious yet opportunistic, emphasizing quality and diversification in their investment choices.
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Investors in India could see changes in their portfolios as sectors like logistics and healthcare become more prominent. This could affect investment returns and overall market stability.
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