2026 Market Outlook & Top Investment Themes

https://bit.ly/4se9JUU - On ‪@moneycontrol‬, Feroze Azeez, Joint CEO, Anand Rathi Wealth, joins anchor Nandita Khemka in to reflect on the defining events of 2025 and offers his predictions for 2026 — including the potential return of FIIs, the rise of passive investing, and how to position your mutual fund portfolio for high-risk adjusted returns.

Discussion Highlights:

Why FIIs might return in 2026 and its market impact
Which sectors are likely to outperform
Active vs Passive investing debate
Smallcap fund strategy
Asset allocation in gold, silver, multicap funds

0:00 - Feroze Azeez joins to discuss 2026 market outlook
0:36 - Defining market moment for 2026: FIIs returning
1:54 - 2025 saw highest-ever FII outflows, domestic inflows dominated
3:06 - Which sectors FIIs are selling/buying & passive fund influence
4:48 - Active vs Passive investing: Which makes sense now?
6:22 - India’s passive AUM vs active—why active still makes sense
7:28 - Top earnings visibility sectors in 2026: Auto, Banking, Consumption
8:52 - Non-cyclical consumption: Best theme for mutual funds
9:32 - Mutual fund strategy for 2026: Go for multicap funds
10:54 - Indian small caps aren't as risky as they seem
11:50 - Smallcap index vs Nifty return comparison
12:04 - Metal rally: How to invest in silver, gold wisely
13:32 - Gold ETFs vs physical vs sovereign gold bonds: pros & cons
15:02 - Use gold as debt replacement, not equity replacement
16:18 - Will FIIs return in a big way or gradually in 2026?
17:35 - Market consolidation: Is it done?
18:04 - Can domestic flows support the market if 2026 is a low return year?
19:08 - Why 8–15% corrections are expected, not risky

“Use gold as a debt replacement, not equity.”

Whether you're building your mutual fund portfolio or reviewing asset allocation — don’t miss this wealth of information!

Watch till the end for expert investment tips for 2026!

#2026MarketOutlook #FerozeAzeez #AnandRathiWealth #MutualFunds2026
#FIIReturn #PassiveInvesting #ActiveInvesting #GoldETF #SilverRally
#ETNow #IndianMarkets #InvestingInIndia #WealthManagement


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