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Metals emerge as 2026’s top sectoral bet, IT, FMCG struggle

source: news (news:india-et-markets)published 2026-09-01 01:43ingested 2026-09-01 02:50

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Telecom, Capital Goods and Healthcare have emerged as the strongest performers this year, with each index rising nearly 18%. These indices had lost 2.5%, 3.7% and 3.5% last year in the first eight months. IT and FMCG have been the major laggards in 2026 so far, falling 18% and 13%, respectively.
Read more: Rupee jumps to 4-week high, ends at 95.16 to the dollar
Realty stocks have benefited from resilient housing demand, healthy developer balance sheets and expectations of a recovery in project launches. Strong pre-sales and collections have improved developers' cash flows and reduced balance-sheet concerns, while a robust launch pipeline is expected to support bookings.
IT and FMCG stocks have underperformed amid concerns over earnings growth and margins. IT companies have faced weak discretionary technology spending, geopolitical uncertainty and growing concerns that generative AI could disrupt traditional services and create pricing pressure. FMCG stocks have been under pressure this year as investors worry about slowing consumption growth and rising raw material costs which put pressure on gross margins.
(What's moving Sensex and Nifty Track latest market news, stock tips, Budget 2025, Share Market on Budget 2025 and expert advice, on ETMarkets. Also, ETMarkets.com is now on Telegram. For fastest news alerts on financial markets, investment strategies and stocks alerts, subscribe to our Telegram feeds .)
Subscribe to ET Prime and read the Economic Times ePaper Online.and Sensex Today.
Top Trending Stocks: SBI Share Price, Axis Bank Share Price, HDFC Bank Share Price, Infosys Share Price, Wipro Share Price, NTPC Share Price
(What's moving Sensex and Nifty Track latest market news, stock tips, Budget 2025, Share Market on Budget 2025 and expert advice, on ETMarkets. Also, ETMarkets.com is now on Telegram. For fastest news alerts on financial markets, investment strategies and stocks alerts, subscribe to our Telegram feeds .)
Subscribe to ET Prime and read the Economic Times ePaper Online.and Sensex Today.
Top Trending Stocks: SBI Share Price, Axis Bank Share Price, HDFC Bank Share Price, Infosys Share Price, Wipro Share Price, NTPC Share Price

document fetched 2026-09-01 02:50