The Indian markets’ correction reflects growth disappointment over the last few months, even vs muted expectations. Fiscal consolidation (that too front loaded) and monetary policy arguably played a role in the cyclical slowdown.
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