Market-neutral strategies show resilience amidst global economic challenges. Puneet Sharma of Whitespace Alpha discusses the impact of US tariffs and FII flows. He notes opportunities arise from market volatility. Sharma highlights mixed Q1 results across sectors like banking, auto, and IT. He advises caution, not panic, regarding FII selling.
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