Markets anticipate a US Federal Reserve rate cut next week, with equities and bonds showing enthusiasm. Gold and oil are seen as attractive investments due to supportive fundamentals and global economic momentum. Currency movements, particularly the yen and rupee, will significantly influence equity market performance, with stability crucial for new highs.
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