India’s scorching summer impacts Avenue Supermarts Ltd. and Bajaj Auto Ltd. DMart sells more ice cream, while Bajaj Auto defers purchases and introduces a new CNG-powered motorcycle, with its slowest profit expansion in April-June quarter. Nirmala Sitharaman may boost consumption. Infosys, Wipro, TCS benefit from AI demand and partnerships.
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