Small-cap equities, after strong 2023-24 gains, slipped into a bear market but now show recovery potential. Supportive macro fundamentals, easing fiscal and monetary policies, sectoral diversification, and valuation comfort improve prospects. Investors may consider diversified small-cap strategies within portfolios.
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