Vishal Goenka highlights a policy divergence in the US bond market due to reduced long-term Treasury issuance, potentially impacting global interest rates. India’s corporate bond market, though growing, lags significantly behind the US. Record issuances in India are driven by RBI’s accommodative stance and strong institutional demand, while structural reforms are needed to deepen market participation.
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