Samvat 2082: Analysts suggest fresh sectors and stocks to watch as India enters new financial year

With the start of Samvat 2082, brokerages such as Motilal Oswal Financial Services are highlighting sectors like defence, technology, infrastructure, chemicals and consumption as key plays for the year ahead. India’s macro fundamentals are deemed firm, and reforms such as GST rationalisation, consumption tax cuts and favourable monetary policy are expected to support growth. Analysts recommend stocks in those sectors but caution on valuation and global headwinds.