Krishna Sanghavi, CIO-Equity at Mahindra Manulife, expects some growth pickup in H2FY25 compared to H1FY25. He believes the market is in a consolidation phase post a significant rally. While FII selling has impacted the market, the underlying fundamentals remain strong. SIP flows are expected to continue growing, driven by India’s economic growth and investor discipline. A Santa Claus rally is possible, but the long-term outlook depends on factors like GDP growth, macro conditions, and corporate earnings.
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