Kotak Mutual Fund advises investors to temper return expectations for next year, anticipating mid-caps to outperform large and small caps. The fund house suggests diversifying across equity, debt, and precious metals, with a 10% allocation to gold and silver due to global uncertainties. Earnings growth is expected to drive equity returns in 2026-27, potentially attracting foreign investment.
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