BofA expects Nifty to deliver up to 11.4% returns by CY26 as earnings cuts ease, growth prospects improve and FII outflows may reverse. Largecaps are likely to outperform, while SMIDs offer selective opportunities but face sharper downside risks.
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