2025 disappointing, but 2026 holds promise; what to bet on? Sudip Bandyopadhyay explains

Market expert Sudip Bandyopadhyay says 2025 had proved to be disappointing for Indian equities, but 2026 looks more promising as valuations improve and earnings revive. With GDP growth seen at 7–8%, selective stock picking could deliver 15% plus returns. He favours consumption sectors, LIC in insurance, and health insurers as long-term opportunities.