Why are Indian equities considered the 'new gold' for 2026?

Indian equities are favored over traditional safe-haven assets like gold and silver due to an anticipated commodity cycle and market resilience.

What is Rohit Srivastava's outlook for the Nifty in 2026?

Rohit Srivastava sees a breakout above 26,500 for the Nifty, suggesting significant upside potential beyond typical investor expectations.

Are there specific opportunities in PSU stocks before the Union Budget?

Yes, undervalued PSU stocks are identified as a tactical opportunity, potentially benefiting from a pre-budget rally.

Home / Business and Economy / Equity is the New Gold: India Stocks Set for 2026 Rally

Equity is the New Gold: India Stocks Set for 2026 Rally

1 Jan

•

Summary

Indian equities are positioned as the preferred asset over precious metals for 2026.
A new commodity cycle, particularly in base metals, is expected to drive market gains.
Beaten-down PSU stocks are identified as tactical opportunities before the Union Budget.

Equity is the New Gold: India Stocks Set for 2026 Rally

Indian equities are emerging as the preferred asset class over precious metals, a shift that could define 2026 market performance. Rohit Srivastava, Founder of Indiacharts, advocates for this rotation, coining the phrase "equity is the new gold." This strategic move away from overbought safe-haven assets like gold and silver toward equities is underpinned by an anticipated commodity cycle, particularly in base metals.

Srivastava foresees a substantial upside for Indian markets, potentially expanding by 20-30%, rather than the conservative 5-10% many investors expect. Key triggers include a weakening US dollar, anticipated US interest rate cuts, and potential Federal Reserve bond-buying. He identifies 26,500 as a critical breakout level for the Nifty, with strong support near 25,800.