Corporate hospitals are growing in big and smaller cities. Diagnostics is consolidating with stringent quality norms. Pharma faces US market challenges but is steady elsewhere. Cotton import duty suspension is unlikely to boost textile exports significantly. Textile margins are thin, and US consumer demand may weaken. Rising inflation and tariff issues pose challenges for the Indian textile sector.
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