Investors should be selective in exports, financials, and midcaps. Textiles, pharmaceuticals, and IT offer potential. Private and PSU banks show promise with credit growth. Midcaps and smallcaps are showing earnings recovery. Festive season demand is expected to boost future performance. Opportunities exist for long-term investors.
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