Investing should be considered only when there are clear signs of reversal, which are currently absent in most defence stocks. Only a few exceptions show some stability, so it’s better to wait for stronger indications of a recovery.
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