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Global markets 2026: India shines in Goldman Sachs AM’s emerging markets outlook; digital boom, demographics drive optimism

India has emerged as one of the standout opportunities for global investors assessing prospects for 2026, according to Goldman Sachs Asset Management’s Investment Outlook 2026. The report places emerging market equities at the centre of potential gains next year, supported by easing inflation trends, a softer US dollar and improving earnings performance across developing economies.Within…

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Global equity outlook: Goldman Sachs projects 7.7% decade returns; earnings, payouts fuel forecast

Global equities are expected to generate strong long-term gains even though market valuations remain high, with Goldman Sachs forecasting an annualised return of 7.7 per cent in US Dollar terms over the next decade. The projection comes from the investment bank’s latest Global Strategy Paper titled Building Long-Term Returns: Our 10-Year Forecasts.According to news agency…

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Nifty50 set to see bumper 2026? Goldman Sachs raises Indian equities to ‘overweight’; Nifty target set at 29,000 for 2026-end

India’s share valuations continue to remain elevated despite the underperformance. (AI image) Expressing confidence in the Indian stock markets, Goldman Sachs has raised its rating to ‘overweight’ and set a 29,000 level target for Nifty50 by end-2026. The latest Goldman Sachs report suggests a potential increase of approximately 14% from Friday’s close of 25,492.The firm…

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Goldman Sachs CEO David Solomon on AI layoffs: We will find new jobs, I don’t believe that …

Goldman Sachs CEO David Solomon has addressed concerns about AI-related layoffs that have affected workers and drawn attention from Federal Reserve Chair Jerome Powell. Solomon says that he does not expect AI to trigger widespread job losses, arguing the economy will adapt to technological change as it has in the past, adding that the technological…

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Goldman Sachs CEO David Solomon predicts: Business mix of engineers and AI will …

Goldman Sachs CEO David Solomon has predicted that the mix of engineers and artificial intelligence (AI) in businesses will continue to evolve. He has also expressed optimism about AI’s impact on the workplace despite concerns about job displacement. Speaking on CNBC’s Squawk Box, Solomon acknowledged that AI-driven changes are occurring faster than in previous technological…

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Explained: Why Goldman Sachs is bullish on Indian banks – all you need to know

Global brokerage Goldman Sachs has turned optimistic on Indian banking stocks, saying improving financial conditions, low earnings expectations, and attractive valuations position the sector for a strong comeback.As per ET, the firm expects the Nifty Bank index to outperform the broader market, projecting up to 30% upside for banks and non-banking financial companies (NBFCs). Easier…

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Another rate cut? RBI might reduce police rates again this year; here’s what Goldman Sachs says

The Reserve Bank of India (RBI) could reduce policy rates once more before the year ends, according to a new report by Goldman Sachs. Recent GST simplifications and easing of domestic regulations suggest that the period of strict fiscal tightening is over, potentially supporting a gradual recovery in credit demand. “We expect an additional policy…

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Goldman Sachs to employees in memo: Expect more rounds of job cuts, ‘it’s become increasingly clear that…’

Goldman Sachs has reportedly informed its staff to expect an additional round of job cuts before the end of the year, as the bank looks to achieve further savings and leverage efficiencies gained through artificial intelligence (AI). The New York-based firm plans a “limited reduction in roles across the firm” and will “constrain headcount growth…

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Goldman Sachs is not convinced with Nvidia’s investment in OpenAI and Intel; says: Some of this …

Goldman Sachs have a warning against Nvidia’s multibillion-dollar investments in companies like OpenAI and Intel. An analyst from the investment banking company has suggested that some of this revenue surge may not be entirely organic. Nvidia has committed major investments, including up to $100 billion for OpenAI and an additional $5 billion for Intel. These…

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