Boost to overall infra space and the investment-led growth will possibly continue. ‘We will have to wait and see what allocations are made to specific industries and segments, which we will get to know shortly, and the second factor of course will be what happens in terms of rural as well as allocations to boost demand at the bottom of the pyramid,” says Shibani Sircar Kurian
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