Nomura Stock Picks 2026: The year 2025 is going to end in just a few days and then the year 2026 will come. To make huge earnings in the stock market in the new year, foreign brokerage company Nomura has suggested 20 stocks from which you can make huge money.
The brokerage company has informed in its report that a new boom is about to come in the Indian stock market. Political tension in the world is decreasing, India’s economy is stable and companies’ earnings are starting to increase again.
There will be a strong rise in Nifty 50 index also
Nomura’s report has also estimated that by the end of the year 2026, the Nifty 50 index will reach 29,300, that is, an increase of about 12 percent is expected from the current level. The reason for this rise has also been mentioned in the Nomura report. In fact, money from domestic investors is continuously coming into the market and the government is providing many supports ranging from cutting GST to reducing interest rates, due to which the demand remains strong. Apart from this, there is a calm environment globally and policies to support growth and structural issues are already in place. In such a situation, Nomura has made a list of 20 selected stocks which can perform best in different sectors.
List of top 20 stocks
Nomura has included ICICI Bank, Infosys, Bajaj Finance, Mahindra & Mahindra, Titan, Axis Bank, Ultra Tech, Godrej Consumer Products, Dr. Reddy’s Laboratory, Ashok Leyland, Dixon Tech, LG Electronics, Swiggy, Mahindra & Mahindra Financial Services, Sona in its list of 20 top stocks to buy for 2026. BLW, Alkem Laboratories, Metplus, Aditya Birla Real Estate, Eclerx.
Expectation of growth in these sectors
It has been told in the Nomura report that in the banking and financial sector, money from Indian investors is continuously coming into banks and NBFCs and the government policies are also helping in increasing the loans. The expectations of many people in this sector are still low, hence shares of good banks and NBFCs are available at cheap prices, which means the risk is less and the possibility of profit is very high. According to Nomura, select lenders and NBFCs can give better returns than the market in the coming times.
Apart from this, the brokerage also believes that IT services companies are currently among those exporters whose performance has been weak and people’s expectations are also very low, but now the situation is going to improve. He says that uncertainty is decreasing in the world and recovery in the economy has started, so the earnings of IT companies will gradually pick up again. IT sector can again give good returns in the coming time. Nomura has great confidence in the consumer discretionary sector because domestic demand is strong, the GST cut is benefiting and people’s real income is also increasing.
Nomura has great confidence in the consumer discretionary sector because domestic demand is strong, the GST cut is benefiting and people’s real income is also increasing.
Some risks have also been mentioned in the report which can bring the market down. These include increasing political tension again in the world, uncertainty regarding economy and technology, different decisions of governments and central banks. Also, if the risk premium of shares suddenly increases a lot, the entire world economy slows down a lot or the prices of things like oil and gas suddenly go up, then Nomura’s target of 29,300 may also come down.
