US economic indicators, like rising unemployment and mortgage delinquencies, point towards a global economic slowdown, potentially leading to interest rate cuts. The upcoming US elections in Q4 2024 could further fuel market volatility. Comparatively, India’s economy is robust, and with elections and the Budget behind us, it’s well-positioned for continued outperformance, particularly given the ample domestic liquidity. However, despite its strong fundamentals, the Indian market may still be influenced by global trends, especially given its current high valuations.
These 8 stocks in Anil Kumar Goel’s portfolio surged up to 60% in FY26 – Are you holding any?
Investors often keep a close eye on the portfolios of seasoned market players for cues, and ETMarkets has reviewed the recent filings of veteran investor
December 13, 2025