“I would advocate zero allocation to gold as an investment class. It is good for jewellery and nothing else. Let’s not compare Gold with Equites; there is no comparison. Selectively. In each industry, quality midcaps that have a niche, agility, aggressive management, or company-specific strengths should do very well and provide good outperformance.”
Goldman Sachs’ India bets: 8 stocks rally up to 85% in CY26; one new addition
Goldman Sachs’ India equity portfolio fell 6% in CY26 amid mixed stock performance. While 18 stocks declined sharply, eight delivered strong gains, led by GNG