Govt of Singapore’s India portfolio: 11 stocks rally up to 90% in 10 months, new Q3 pick unveiled

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Despite the decline in overall portfolio value during FY26, stock-level performance remains encouraging. More than half of the holdings delivered positive returns, with 11 stocks surging between 25% and 90% within a span of less than 10 months in FY26.

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Polycab shares slide 17% in 3 months amid Ultravolt shock, but Jefferies sees 33% upside. What’s behind the bullish view?

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