The core story for the economy will remain the commodity companies because we are in the building phase for the economy in terms of capex creation, infra creation. So, to that extent, yes, clearly commodity companies whether it is cement, whether it is metal, they are going to play the role.
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