Mumbai, Maharashtra, 29th of October, 2026 : Investment strategies in the Indian stock market are undergoing a significant shift. Rather than relying solely on broad market momentum to generate better returns, investors are increasingly required to focus on companies’ financial strength, earnings quality and long-term growth potential. In this environment, selecting the right companies could play a crucial role in achieving sustainable investment returns.
According to Shreyash Devalkar, Head – Equity at Axis Mutual Fund, “Market returns will no longer be driven by liquidity alone. Business fundamentals and earnings growth are likely to play a more significant role. Opportunities may emerge across sectors and companies of different market capitalisations.”
India’s growth prospects remain supported by domestic demand, manufacturing investments and the increasing formalisation of the economy. Sectors such as hospitals, hotels, airlines, wealth management and quick commerce, alongside auto components, electronics, defence equipment and power, could offer attractive investment opportunities.
Developments in artificial intelligence, data centres and electric vehicles are also creating new avenues for growth. However, caution remains essential amid elevated valuations. Ultimately, companies with sustainable business models, strong earnings growth and reasonable valuations could form the foundation of a robust long-term investment strategy. Investors should also assess their risk appetite and investment horizon before making investment decisions.
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