India’s capital goods sector is thriving, fueled by strong macro factors and sector-specific growth drivers. Defence, power, renewables, and infrastructure are witnessing robust order books, supported by government policies and easing commodity prices. Defence procurement and infrastructure projects are boosting order momentum.
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