Market 2026: BFSI, Consumption, New Age to Drive Strong Returns, Nifty May Hit 30000

• Dinshaw Irani, CEO of Helios India, predicts strong market returns in 2026 after India underperformed other emerging markets in 2025.
• A market reversal is expected in 2026, with improved earnings growth continuing from the September and December quarters.
• BFSI, Consumption, and New Age companies are identified as key sectors for exceptional performance.
• Within autos, two-wheeler companies are preferred; consumer discretionary looks better than expensive FMCG stocks.
• Nifty could potentially reach the 30000 level in 2026, while metals are considered risky.

Why It Matters: 2026 market outlook is positive, with BFSI, Consumption, and New Age sectors leading strong returns.