Swarup Mohanty of Mirae Asset Investment Managers highlights India’s structural growth story and its increasing negotiation power in global trade. He emphasizes the shift towards retail investors and the unique demographic of multiple generations investing together. Mohanty expresses confidence in India’s ability to thrive independently, driven by domestic consumption and consistent data points, despite global uncertainties and tariff concerns.
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