Himanshu Kohli's 2026 Picks: Financials, Telecom, Consumer Discretionary

• Himanshu Kohli favors financials, telecom, and consumer discretionary sectors for 2026, focusing on domestic growth amid US-India tariff deal uncertainty.
• Broader markets in 2026 are expected to improve due to fiscal/monetary stimulus, reasonable valuations, and improving earnings momentum.
• Earnings growth is anticipated to accelerate, with Nifty earnings projected for mid-teen growth over FY27-FY28, driven by strong macro fundamentals.
• The US Federal Reserve is likely to implement two rate cuts in 2026, influenced by US growth uncertainty, a cooling labor market, and softening inflation.
• Silver's outlook remains robust due to rising industrial demand, while gold is supported by geopolitical risks, central bank buying, and inflation expectations.

Why It Matters: This offers expert financial guidance for 2026 investment decisions.