2026's Key Market Theme: Consumption 🚀

Amid global uncertainty and sectoral churn, where should investors focus?

In this exclusive interaction, Jigar Mistry, Co-Founder of Buoyant Capital, makes a clear call — consumption is the theme to play this year.

From rural recovery and urban demand to discretionary spending and premiumisation trends, he explains why consumption-linked sectors could outperform in the current market cycle.

Key highlights:
* Why consumption may drive earnings growth
* Sectors positioned to benefit
* Risks investors should watch
* How to allocate capital in this environment

Is this the year consumer-focused stocks take the lead? Watch the full conversation for insights.
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