DSP MF's Sambre: IT, Banks Top Picks for 2026; Avoids Gold & Silver

• DSP MF's Vinit Sambre highlights IT, banks, NBFCs, real estate, and agri-inputs as top investment themes for 2026.
• He is constructive on the IT sector, citing reasonable valuations and potential upside from AI-led demand.
• Banks and NBFCs are favored due to expected rate cuts, healthy credit growth, and stable asset quality.
• Sambre advises against fresh aggressive allocations to gold and silver, deeming them expensive with limited upside and weak margin of safety.
• Equities are preferred over gold for 2026, anticipating an earnings revival and gold's current expensive valuations.

Why It Matters: DSP MF's Sambre backs IT, banks, real estate for 2026; warns against aggressive gold/silver buys.