The government initiatives, including a maritime development fund, MSMe reclassification, and a capex allocation, aim to boost manufacturing and credit demand. Companies like Adani Ports, Axis Bank, and Bajaj Finance are expecting indirect long-term benefits due to these measures.
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