Despite muted 2025 returns, markets showed interest in niche themes like data centers, PEBs, and semiconductors. Strong drivers include financialization, digitalization, rising affluence, and healthcare demand. With Nifty trading below intrinsic value and earnings growth expected in double digits for FY26–27, selective stock picking across BFSI, consumption, healthcare, and platform businesses offers long-term opportunities, while short-term volatility may present buying windows.
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Nifty below fair value, but big opportunities ahead: Nimesh Chandan lists sectors to watch
