Raamdeo Agrawal of Motilal Oswal Group anticipates a shift towards tangible assets for wealth creation. He highlights infrastructure projects as a key opportunity. Agrawal notes Berkshire Hathaway’s potential move into hard assets under new leadership. He suggests they might invest in cross-country infrastructure. He also observes Berkshire Hathaway’s large cash reserves.
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