As we close 2025, investors are looking ahead to 2026 with cautious optimism. Mirae Asset’s CEO and VC, Swarup Mohanty, shared the themes and strategies he believes will shape the coming year.
Mohanty sees 2026 as a year to quietly accumulate assets. He noted that there are no major market triggers on the horizon, so steady earnings growth will be crucial for any significant market moves.
Two sectors stand out:
Mohanty described 2026 as a “stock pickers’ market” where careful selection can pay off.
Mirae Asset has adjusted its overseas mix. The new allocation is roughly:
This reflects a broader view that these three economies will drive growth.
Bond yields abroad and the rupee hovering around 90 affect foreign capital. Better yields at home and potential inclusion of Indian bonds in global indices could bring sizable inflows.
Even with passive products, Mirae is creating new index‑based solutions:
Key themes remain electric vehicles (EV), artificial intelligence (AI), and energy.
GST data shows the unorganized sector moving toward organized businesses, reinforcing India’s consumption story and its appeal as a safe investment destination.
Gold is viewed as offering a better risk‑reward balance than silver, moving toward being a core portfolio asset rather than just a hedge.
Mohanty summed up the year in one phrase: “Naya Daur.” With a mix of sector picks, thematic bets, and a refreshed global outlook, he believes 2026 could usher in a new era for investors.
Remember, this is perspective, not a prediction. Do your own research and consider your risk tolerance before making any investment decisions.
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