Samvitti Capital’s S Prabhakar Kudva suggests Indian equities are consolidating after a strong rally, anticipating the next bullish phase post-September 2025. He emphasizes mid and small-caps’ growth potential, robust domestic liquidity, and possible FII inflows amid shifting global dynamics. Kudva highlights key sectors like Pharma, Auto Components, and Defence, viewing the current market as ideal for stock pickers.
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