Preferred Stocks of Brokerage Firms.

If the story of the stock market writes a new chapter in 2026, then some special stocks may be seen playing the role of heroes in it. Six big brokerage firms of the country and the world believe that the Indian market can gain new momentum next year on the basis of better economic environment, decreasing inflation and improving earnings of companies. In such a situation, selected big and strong shares can give good returns to investors.

The brokerage house says that the market boom in 2026 will not be based on any rumor or just valuation, but on the basis of real earnings and strong balance sheet. Under this thinking, about 75 such stocks have been identified, which can lead the market in the coming times.

What will be the positive factors for 2026?

According to experts, decline in inflation, possible interest rate cut by RBI, strength in domestic investment and government expenditure can become positive factors for the market. Especially better opportunities seem to be emerging in banking, financial, consumer, industrial and infrastructure sectors. Investors now have more confidence in those companies whose business model is clear and earnings are visible.

Morgan Stanley's Choice

Morgan Stanley believes that the Indian stock market can make a strong comeback in 2026. According to the brokerage, stocks related to domestic demand can benefit the most. The brokerage's picks include consumer stocks like Maruti Suzuki, Titan, Trent. The brokerage has expressed confidence in ICICI Bank and Bajaj Finance in banking, L&T in infrastructure and Reliance Industries in energy.

Which stocks does HSBC trust?

HSBC's focus is on big and trusted companies. The brokerage expects that the improvement in companies' earnings will be clearly visible in 2026. HSBC's picks include names like Infosys, SBI, Mahindra & Mahindra, Hindalco, Apollo Hospitals, Marico and Kalyan Jewellers.

BofA's focus: consumer and financial

BofA Securities believes that returns in 2026 will come on the basis of earnings. The brokerage likes auto, bank, consumer and real estate sectors. Its top stocks include names like Maruti Suzuki, Mahindra & Mahindra, Titan, HDFC Bank, ICICI Bank, Bajaj Finance, IndiGo and DLF.

Nomura's strategy: stay away from the crowd

Nomura advises investors to avoid highly talked about stocks and focus on selected stocks. The choice of brokerage includes ICICI Bank, Axis Bank, Infosys, UltraTech Cement, Dixon Technologies, Dr Reddys, Titan and Mahindra & Mahindra.

Jefferies and ICICI Direct's view

Jefferies focuses on those stocks which look cheap now but can perform well in future. Axis Bank, BPCL, Godrej Properties and JSW Energy are its favorite names. Whereas ICICI Direct has described Bajaj Finserv, LTIMindtree, Pidilite, SRF and Can Fin Homes as strong contenders for 2026.

What is the signal for investors

The opinion of experts is clear that only those stocks which have strong foundation will shine in 2026. If the market rewards reality instead of hype, then these selected stocks can become a big opportunity for investors.