Sanjay Bakshi emphasizes the importance of having a disciplined approach to investing by constructing filters to reject stocks that don’t make sense. He highlights the behavioral challenges of investing and the necessity of focusing on business analysis over market analysis. He also notes the growth potential in India’s expanding market, advising investors to concentrate on high-quality businesses.
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