We think the tariffs are an opportunity for India given the relative tariff advantage between China and India. An early indicator supporting this is the 100% shift to India from China (by 2026) for US-destined iPhones announced recently.
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
Indian markets navigated a subdued week, ending with modest gains as Nifty hovered near a crucial resistance zone between 24,160 and 24,500. Technical indicators suggest
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