“Manishi Raychaudhuri pegs a Sensex target of 91,000 by the end of 2026, implying a 7-8% upside. He maintains an 'overweight' stance on India in his Asian model portfolio, driven by immense stock selection opportunities and attractive valuations in several stocks after 15-16 months of underperformance. His preferred sectors include financials (especially private banks), discretionary consumption (niche auto companies), healthcare services (hospitals/diagnostics), commodities (via diversified conglomerates), and industrials (infrastructure/capital goods).”

Manishi Raychaudhuri’s track record: 4 graded calls · 95% CI 15–85%