Second attractiveness of the Chinese market (sub 10x 12m F PE) compared to India at (23x12m F P/E) and obviously US election positioning (EM to DM shift) has led to macro uncertainty for FII.
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
Indian markets navigated a subdued week, ending with modest gains as Nifty hovered near a crucial resistance zone between 24,160 and 24,500. Technical indicators suggest
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