The RBI policy pivot is a very important and substantial move from a macroeconomic perspective and over the next few quarters we will start seeing the impact at the ground level. The second is the government capex.
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