Muhurat Trading 2026: Banks, chemicals or AI infrastructure — where are brokerages placing their bets?
ICICI Securities rate stocks including a list of stocks.
· Business Today Mkts
Ahead of Muhurat Trading 2026, ICICI Securities and Samco have identified investment opportunities across banking, chemicals, AI-linked infrastructure and manufacturing. With stock targets indicating significant upside, investors face a key question: which sectors offer sustainable growth, and where do the risks lie?
The analysis
Infra spending is both an economic-cycle signal and a direct order pipeline for capital-goods names.
Market context
- Brokerage calls from ICICI Securities, with ratings on the stocks named.
- Sectors in the story: Banks, Infrastructure and Chemicals.
Banks
1M +2.0% · 3M -2.8%
Infrastructure
1M -3.1% · 3M -11.7%
Chemicals
1M -8.6% · 3M -14.0%
Sector moves are the average of the stocks we track in each sector.
In this story
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