Franklin Templeton India’s Hari Shyamsunder suggests a range-bound market, noting India’s rally alongside global markets. While large-cap valuations are stretched, mid and small-caps offer growth opportunities. He favors consumption-related sectors like hotels and retail, anticipating a boost from monetary and fiscal policies, while remaining cautious on capex due to high valuations.
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