Investors must navigate the volatile market carefully. US tariffs will marginally impact India’s GDP. India focuses on reforms to boost growth. GST rationalization can significantly boost demand. Growth is likely to pick up from Q2 FY26. Moderate returns are expected. High valuations prompt FIIs to sell. Prioritize safety by investing in fairly-valued high-quality stocks. Smallcaps are excessively valued.
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