Chakri Lokapriya of LGT Wealth India suggests allocating 20-30% of portfolios to fixed income for stability amidst market volatility. He anticipates a 10-12% Nifty gain for CY2025, contingent on US tariff negotiations, and highlights electronics, semiconductors, and energy as promising sectors. Investors should focus on stocks with strong earnings visibility in a stock picker’s market.
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