Manish Sonthalia of Emkay Investment Managers suggests buying on dips in the current market, supported by earnings, macros, and global flows. He favors public sector banks, real estate, infrastructure, capital market plays, and discretionary consumption. While large-cap IT may see modest growth, mid-tier IT and insurance sectors present buying opportunities, despite concerns about valuations and potential tariff impacts.
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