India’s economic slowdown may impact growth if persistent. CARE Ratings CEO Mehul Pandya highlights the importance of monitoring the consumption sector and potential US tariff impacts on exports. Despite challenges, positive outlooks for sectors like hospitality and infrastructure remain. The Adani Group’s situation and its handling of foreign currency borrowings are also under observation.
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