Manish Gunwani of Bandhan AMC suggests indirect investment routes like financials and internet platforms for consumer discretionary exposure, citing valuation concerns in staples and uncertainties in the auto sector. While optimistic about sectors like semiconductors and defence, he cautions against 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