Ajay Tyagi of UTI AMC suggests that while overall market valuations have softened, mid and small caps remain expensive, potentially needing further correction. He anticipates challenges in alpha generation due to external factors but sees opportunities as market froth dissipates.
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