Pankaj Pandey suggests a promising second half for Indian markets, anticipating Nifty levels around 27,000. Cement and auto sectors are poised for growth, fueled by GST benefits. While cautious on insurance due to margin pressures, AMCs like HDFC AMC and Nippon appear attractive. Real estate sees potential in tier-II players and home-building products, favoring DLF and Max Estates.
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