Following the sovereign rating upgrade, India’s corporate bond market anticipates a gradual repricing, benefiting high-grade issuers like financial institutions and infrastructure firms through reduced borrowing costs. While the RBI’s policy remains steady, potential rate cuts in FY26 could further influence fixed income strategies.
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