Market Poised for 10%+ Returns in 2026: IT, Chemical Stocks to Shine

• Siddharth Vora of PL Asset Management predicts over 10% market returns in 2026, driven by strong earnings and liquidity.
• December quarter earnings cycle expected to see more upgrades than downgrades, signaling a sustainable upgrade cycle.
• Positive macro setup for 2026 with good prospects for government capex, healthier private balance sheets, and stable credit growth.
• Real Estate and Paint sectors offer stock-specific opportunities, focusing on strong execution despite high competition.
• IT and Chemicals are contrarian bets for 2026, expected to rebound due to attractive valuations and stabilizing demand.

Why It Matters: Expert forecasts over 10% market returns in 2026, highlighting IT and Chemical sectors for growth.