Market experts view a US-India tariff settlement as a necessary step, not a market booster, with a domestic recovery expected to drive growth. Investors are advised to focus on mid- and small-cap stocks, banking, capital goods, and defence sectors, while the China Plus One strategy remains intact.
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