Asit Bhandarkar identifies consumption, financials, and exporters as prime investment areas. Consumption is seen as a medium-term growth story. Financials offer attractive valuations and pristine asset quality. Exporters may also present opportunities. Investors are advised a balanced approach to navigate the current market complexities.
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