The Allocation Shift Shaping Market Outlook 2026 & Earnings Strategy | Gautam Duggad скачать в хорошем качестве

The Allocation Shift Shaping Market Outlook 2026 & Earnings Strategy | Gautam Duggad

In this comprehensive interview, Gautam Duggad, Head of Research at Motilal Oswal, breaks down why most investors fail at picking winning stocks despite having access to earnings data. He reveals the five critical criteria that separate successful investors from the rest: addressable market size, competitive moat, track record, balance sheet quality, and valuation discipline. Gautam discusses how the recent US-India trade deal is reshaping market allocation, why market growth ultimately converges with corporate earnings, and which sectors will drive wealth creation in 2026. He also addresses the biggest investor mistakes—FOMO, speculation, and poor sector selection—and explains why large-cap stocks will outperform mid-caps this year. Key Topics Covered: Trade deal impact: Allocation event vs. sentiment event Market growth convergence with earnings growth (10-year data analysis) Why financials, consumer, and IT sectors are slowing down Stock selection criteria beyond P/E ratios Titan vs. consumer staples: Why discretionary beats defensive Metals and commodities: Valuation paradox explained 2026 market outlook and sector rotation strategy 00:00 Introduction: Gautam Duggad's Expertise & Market Outlook 00:40 Impact of the New Trade Deal on India 03:08 Addressing Concerns: Capex, Earnings Growth & Currency Volatility 04:29 Market Growth Converges with Earnings Growth: A 10-Year Perspective 08:15 Sectoral Performance: Financials, Consumer & IT 11:33 Budget Analysis and its Impact on the Market 14:37 The Evolving Capital Market Ecosystem in India 17:36 Structural Changes in Consumer Spending Habits & Sectoral Shifts 23:15 Key Criteria for Stock Selection Beyond Earnings Growth 26:32 IT Sector: Growth, Stability & AI Disruption 28:59 Attractive Stocks & Investment Ideas: Radico Khaitan, Dixon Technologies 32:22 Cyclical Sectors: Metals & Commodities 34:48 Common Investor Mistakes to Avoid 37:11 Rapid Fire Round: 2026 Outlook, Bear Markets & Investing Myths 38:17 Books That Shaped Gautam Duggad's Thinking 38:44 Key Takeaways & Conclusion #TradeDeal2026 #MarketOutlook #AllocationEvent #EarningsGrowth #IndiaMarkets #SectorRotation #LargeCapStocks #MetalsPrices #WealthCreation #InvestmentStrategy #Motilaloswal #GautamDuggad #MarketAnalysis #STTTax #CapitalMarkets Building wealth isn’t about shortcuts — it’s about learning from people who’ve actually created it. Wealth by MO brings you deep, meaningful conversations with India’s most influential wealth creators — founders, CEOs, fund managers, and domain leaders. Every episode gives you: • Real wealth-creation frameworks • Business insights from top founders • Investment lessons for long-term success • Mindset, risk-taking & decision-making wisdom • Decades of experience broken into actionable learning Whether you’re an investor, professional, or entrepreneur, this channel helps you understand how wealth is built — from the people who've done it. 📌 Subscribe for: Wealth-building insights, leadership wisdom, investing journeys, founder stories, market perspective, and long-term planning. #WealthCreation #BusinessLeadership #InvestingInsights #WealthByMO #motilaloswal Subscribe Here ➜    / @wealthbymo   Explore Our Other Channels: Markets by Motilal Oswal ➜    / @marketsbymo   Trades with Motilal Oswal ➜    / @breakoutwithmo   Learn with Motilal Oswal ➜    / @learnwith_mo   Partners at Motilal Oswal ➜    / @partnersatmotilaloswal   📲 FOLLOW US ON Instagram ➜   / wealthbymo_official   Download the RIISE App: Play Store ➜ https://tinyurl.com/37eazzj7 App Store ➜ https://tinyurl.com/3t7kpzxk #wealthbymotilaloswal #motilaloswal #leadershippodcast #founderstories #businessinsights #investingjourney