While analysts debate whether this shift is a temporary adjustment or a broader paradigm change, several sectors including agriculture, capital goods, cement, consumer, financials, telecom, and utilities are poised to benefit from the measures in the budget.
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