--- title: "2026 年应该在哪里进行投资？PL Capital 的专家为您解读最佳投资选择" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/282945069.md" description: "在最近的一场网络研讨会上，券商 Prabhudas Lilladher（PL Capital）建议投资者在全球紧张局势影响市场的情况下保持谨慎但又要抓住机会。专家强调关注结构性主题和高信念投资的重要性，特别是在物流、乙醇和医疗保健等行业。他们指出，尽管印度表现出韧性，但原油价格上涨可能会影响通胀和增长预期。市场目前处于区间震荡状态，需要在投资策略上保持精准，双重关注防御性行业和周期性复苏机会。总体而言，信息强调质量重于数量，以及选择性参与特定行业" datetime: "2026-04-15T21:50:33.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282945069.md) - [en](https://longbridge.com/en/news/282945069.md) - [zh-HK](https://longbridge.com/zh-HK/news/282945069.md) --- # 2026 年应该在哪里进行投资？PL Capital 的专家为您解读最佳投资选择 In a market shaped by global tensions and shifting sector dynamics, brokerage firm Prabhudas Lilladher (PL Capital) is advising investors to stay grounded—but not passive. At its recent PL Alpha: India View webinar, the firm brought together senior research and advisory voices to decode what lies ahead for Indian equities. The message was clear: brace for volatility, but don’t lose sight of India’s structural strength. According to Amnish Aggarwal, Co-Head – Institutional Equities, the past few weeks have been marked by sharp swings, largely driven by rising geopolitical tensions involving the US, Israel, and Iran. Yet, India has held up relatively well. Policy interventions—such as cuts in oil taxes—have helped cushion immediate shocks. But Aggarwal cautioned that the real impact may still be building beneath the surface. Higher crude prices could trigger second-order effects, pushing inflation higher in the coming months and potentially forcing a reset in growth and earnings expectations. For investors, that means one thing: don’t confuse short-term stability with long-term immunity. **Advisory view: Focus on structural themes and stock opportunities: Vikram Kasat, Vikram Kasat (Head –Advisory)** From an advisory standpoint, Vikram Kasat, Head – Advisory, highlighted a shift in how capital is being deployed. Instead of broad-based bets, investors—especially HNIs and institutions—are gravitating toward high-conviction, theme-driven opportunities. **Key sectors in focus include:** - Logistics, powered by e-commerce growth - Ethanol, backed by government blending policies - Healthcare, offering defensive stability At the same time, newer-age themes are gaining traction: - Artificial intelligence - Robotics - Specialized manufacturing This signals a deeper transition in markets—from cyclical chasing to structural investing. **Markets in a Holding Pattern** On the technical side, the outlook is more measured. Vaishali Parekh (Technical Research) and Shilpa Rout (Derivatives Research) pointed to a range-bound market, with indices like Nifty moving within a wide band as investors wait for clearer triggers. - Defined support and resistance levels are in play - Momentum is selective, not broad-based **Sectorally:** Metals, banks, and autos are showing strength Textiles and chemicals may be nearing a turnaround phase In other words, this isn’t a market for blanket bets—it’s a market for precision. **Sectoral strategy: Defensive resilience and cyclical recovery plays** Throughout the deliberations, the following two-pronged investment strategy emerged as key: Defensive posture in industries like pharmaceuticals and utilities during uncertain times Cyclical play in capital goods, metals, cement, and engineering, especially in case of de-escalation in geopolitics Capital goods, defense, and infra-related sectors remain strong structural growth bets. **Cautious optimism amid uncertainty** It is important to be careful of international events that may affect issues like inflation, fiscal deficits, and profit margins through their spill-over effects. However, despite some hitches encountered during the discussion, the experts managed to communicate critical aspects of their strategies effectively. **PL Capital’s core message to investors is nuanced but actionable:** Stay cautious, because global risks—from inflation to fiscal pressures—are real Stay opportunistic, because India’s macro fundamentals remain strong The current market isn’t about aggressive risk-taking or complete withdrawal. 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