Anshul Saigal of Saigal Capital observes mixed earnings results across sectors like banking and consumer durables, noting market skepticism and reasonable earnings suggest underlying strength. He highlights Eternal’s positive surprise due to margin expansion in quick commerce. Titan’s GCC expansion is viewed favorably, but its premium valuation leaves little room for error.
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