Not gold or silver, but these sectors will fill your pockets in 2026! Will the market explode before the budget?

If you've observed the stock market's movements over the past few days, you've likely noticed a stagnation. For the past year and a half, the market has been moving in a range, a process technically known as "base-building." 

This means the market is preparing itself for a significant leap forward. While the Nifty 50 delivered an average return of 10% and the Sensex an 8% return in 2025, analysts are now focused on the 2026 Union Budget. Experts believe this budget will not only determine the market's direction but also trigger significant changes in investors' portfolios.

Gold and silver will break all earning records in 2025.

Last year, 2025, may have been a slowdown for the stock market, but it was a golden age for the commodity market. The search for safe havens and massive buying by central banks around the world further enhanced the yellow metal's luster. Gold prices surged a record 66 percent, surpassing $4,500 per ounce.

However, the real "hero" proved to be silver. Due to a shortage in industrial supply and rising demand, silver made investors rich. It saw an unprecedented rise of 171 percent. Investors who turned to gold and silver to hedge against stock market uncertainty have seen their wealth increase significantly.

Will Nifty touch the 32,000 mark?

Now that we have entered 2026, market sentiment is changing. Amit Goyal, Chief Global Strategist at PAC 360, believes the market is poised to reach new heights. He estimates that the Nifty could touch 28,100 before Budget 2026 is presented.

Interestingly, this time the market rally will come not on the strength of foreign investors (FIIs), but on the strength of domestic investors (DIIs). 

Amit Goyal also says that if the government makes major announcements in the upcoming budget that will put money in the pockets of ordinary consumers, the Nifty could even reach the 32,000 level. This would prove to be a major milestone in the history of the stock market.

Treasure is hidden in these sectors

The biggest question is where to invest money now? Market experts are clear that 2026 will be the year of the consumer. According to Seema Srivastava, senior research analyst at SMC Global Securities, people's incomes are rising, and spending power is improving, especially in rural areas.

This will directly benefit companies directly connected to the common man. Experts advise focusing on consumer durables (refrigerators, TVs, and ACs), automobiles, real estate, and electronics, rather than gold and silver. 

As incomes rise, demand for these items is expected to surge, potentially leading to bumper returns for stocks in these sectors.