India’s underperformance started in October 2022 once the pressure on global markets eased. The worst Asian markets of 2022 – China, Taiwan and South Korea — received maximum flows. Lower bond yields and dollar supported US treasuries, IG credit and Nasdaq stocks.
Madhusudan Kela’s portfolio: 7 stocks rally up to 135% in CY26
Madhusudan Kela’s disclosed portfolio of 19 stocks was worth about Rs 2,665 crore as of August 14. Seven holdings gained 10–135% in 2026, while five