Global trade, including Indian exports, is impacted by extended voyage times and conflicts in key regions. Despite no reported container shortages, India’s limited container manufacturing capacity is noted. Measures to reverse startup flipping and PLI schemes have shown substantial economic growth and export contributions.
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