Market expert Neeraj Dewan notes real estate improvements due to interest rates and RBI measures, though North India sees price consolidation impacting demand. He favors stocks like Max Estates and DLF. Dewan suggests PSU banks offer better investment opportunities than private banks due to their valuations, anticipating positive surprises in the banking and NBFC sectors.
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