New Delhi, Jan. 8 -- 2026 has begun on a positive note for Indian stock market investors. The Nifty's fresh all-time high would have offered some reassurance to sceptics.

As the year unfolds, investors will be keen to identify the companies and industries that are best placed to perform well. But how should one go about it?

This question underscores the importance of asset allocation over pure stock picking. We believe that if investors can identify the right sectors to allocate capital to, individual stock selection can play a secondary-though still important-role.

In this article, we examine three sectors that are worth tracking closely in 2026.

Historically, India relied heavily on foreign suppliers for its defence requirements, wi...