US equity funds are undergoing reversion to the mean. Europe and Japan equity funds are attracting more inflows while the interest in emerging markets persists. Indian valuations are becoming attractive again. China sees cautious inflows with some investments directed towards Hong Kong equity funds. Investors await concrete policy impacts before increasing their investments in China.
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