rajat sharma

IT, Fintech poised for a comeback as market leadership expands ahead of 2026: Rajat Sharma

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IT, Fintech poised for a comeback as market leadership expands ahead of 2026: Rajat Sharma

After a prolonged phase of narrow market movement and selective sectoral leadership, investors are increasingly reassessing where fresh opportunities could emerge as India heads into 2026. While metals, auto stocks, PSU banks and financial services have dominated returns over the recent past, attention is gradually shifting to segments that have lagged, particularly information technology, real … Read more

IT and banking sector to lead next market rally: Rajat Sharma

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IT and banking sector to lead next market rally: Rajat Sharma

In a recent interview with ET Now, Rajat Sharma, Founder & CEO, Sana Securities shared his outlook on sectors that could drive the next market rally, the emerging strength in consumption, and why he’s cautious about autos and mutual fund companies despite the broader optimism. When asked which sectors could outperform over the next 12 … Read more

FMCG in a sweet spot after GST cuts and monsoon boost: Rajat Sharma

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FMCG in a sweet spot after GST cuts and monsoon boost: Rajat Sharma

“For disclosure, HUL and Asian Paints have been my top picks since the beginning of this year, and I have mentioned this on your channel before. The slowdown in consumption had been so severe that a recovery was inevitable at some point. First, we had income tax rates being revised upwards, leaving more money in … Read more

Keep 50% of your money in stocks and 50% in fixed income: Rajat Sharma

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Keep 50% of your money in stocks and 50% in fixed income: Rajat Sharma

Within the banking space, I am sticking to very small, private sector banks, says the Founder & CEO, Sana Securities You are saying that the piggyback effect of what has happened on Wall Street overnight has played out on our own markets today. Is that broad-based selling and does it seem like banks are taking … Read more