Anurag Singh from Ansid Capital notes that while US companies are exceeding Q4 expectations, their cautious guidance for upcoming quarters is causing market corrections. Although inflation worries are easing, recessionary fears persist due to deteriorating macro data like GDP growth and employment. The market awaits clarity on potential Fed actions amid economic uncertainty.
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