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4h agoInvestment Themes for 2026: Kotak AMC's Harsha Upadhyaya Highlights Key Sectors

Harsha Upadhyaya of Kotak AMC identifies banking, consumption, e-commerce, and healthcare as key investment themes for 2026. These sectors are expected to benefit from macroeconomic trends, increasing demand, and evolving consumer behavior. Investors should consider focusing on these areas to capitalize on long-term growth potential in India’s economy.
Tags:
- investment
- banking
positive
4h agoInvestment Themes for 2026: Kotak AMC's Harsha Upadhyaya Highlights Key Sectors

Harsha Upadhyaya of Kotak AMC identifies banking, consumption, e-commerce, and healthcare as key investment themes for 2026. These sectors are expected to benefit from macroeconomic trends, increasing demand, and evolving consumer behavior. Investors should consider focusing on these areas to capitalize on long-term growth potential in India’s economy.
Tags:
- investment
- banking
1 min read
49 words

Kotak AMC's Harsha Upadhyaya sees banking, e-commerce, and healthcare as top investment sectors for 2026.
Harsha Upadhyaya of Kotak AMC identifies banking, consumption, e-commerce, and healthcare as key investment themes for 2026. These sectors are expected to benefit from macroeconomic trends, increasing demand, and evolving consumer behavior. Investors should consider focusing on these areas to capitalize on long-term growth potential in India’s economy.

Harsha Upadhyaya of Kotak AMC identifies banking, consumption, e-commerce, and healthcare as key investment themes for 2026. These sectors are expected to benefit from macroeconomic trends, increasing demand, and evolving consumer behavior. Investors should consider focusing on these areas to capitalize on long-term growth potential in India’s economy.
Tags:
- investment
- banking
- investment
- banking
- e-commerce
- healthcare
- Kotak AMC
Dec 3, 2025 • 11:16