Ajay Bagga expects Indian markets may have bottomed out, citing minimal Q1 downgrades and signs of recovery. He sees the upcoming GST Council meeting and potential consumption tax cuts as critical catalysts for growth.
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