Samvat 2082: Experts see new highs, bet on domestic sectors

As markets usher in Samvat 2082, experts predict that Indian equities could hit fresh highs, supported by strong domestic fundamentals and improving investor sentiment.

Sudip Bandyopadhyay, Chairman of Inditrade Capital, said the outlook for the new Samvat year looks promising. “Domestic factors are solid—the government is proactive, inflation is under control, and liquidity remains healthy,” he said. He expects fresh foreign inflows and a wave of quality IPOs to strengthen the market’s depth and sustain valuations.

For investors, Bandyopadhyay recommends focusing on domestic growth stories. “Cement, infrastructure, construction, and capital goods will lead the charge,” he noted, highlighting Ultratech Cement, L&T, and Bharti Airtel as top picks.

Echoing a similar view, Punita Kumar Sinha, Founder of Pacific Paradigm Advisors, said investors should “focus more on the domestic story rather than export-oriented sectors.” She advised a stock-specific approach, favouring financials, commodities, healthcare, and realty as beneficiaries of lower interest rates and resilient consumption.

Sinha added that while one can take a small exposure to export plays in case of a trade deal surprise, the bulk of portfolios should ride India’s internal growth engine.