The Economic Times

Which sectors to star in 2026? IT cos have dumbest managements, says Ajay Srivastava; prefers monopolies

Despite a strong 2025, 2026 presents challenges. Ajay Srivastava highlights monopoly businesses like stock exchanges as key winners, while criticizing Indian IT management. He advises investors to seek technology exposure in US markets and maintain cash for volatility. Patience and selective stock picking are crucial amidst emerging US trade deal uncertainties.