Strong GDP growth, corporate earnings in India, says Goldman's Burton

Group 1: Investment Strategy - The core investment strategy suggested is to diversify portfolios by looking outside the US for better returns, particularly in small-cap growth stocks and real estate [1][2][8] - Small-cap growth strategies are highlighted for their potential to capture more upside, despite also having more downside risk, making them appealing in the current market environment [4][5] - The current intra-stock correlations in the small-cap sector are at historic lows, indicating significant opportunities for alpha generation [5] Group 2: Market Performance - Emerging markets and Europe have outperformed the US this year, with a specific focus on India, which has seen a shift from underweight to overweight by analysts due to improving conditions [9][11] - While broad emerging markets have performed well, India's performance has been relatively muted, attributed to trade tensions and other headwinds, but recent government reforms are expected to enhance its attractiveness [10][12] - India's market multiple has decreased from 25 to 23, and its premium over other emerging markets has shifted, indicating a potential for recovery and growth [11]