Global equities are set to generate "solid long-term returns despite elevated valuations," Goldman Sachs has said in its latest Global Strategy Paper, forecasting a 10-year annualised return of 7.7 per cent in USD terms for global stock markets.
Emerging markets such as India are poised to deliver the strongest decadal equity market performance and stand out globally for their earnings growth, according to Goldman Sachs' latest report titled "GLOBAL STRATEGY PAPER NO 75 -- Building Long-Term Returns: Our 10-Year Forecasts."
The Indian stock market is expected to perform better in the coming year, with Nifty likely to touch a new high of 29,000 by the end of 2026, showing an upside of 14 per cent, according to a report by Goldman Sachs.
The domestic stock market opened on a flat note on Monday, continuing its sideways movement as investors remained cautious ahead of key domestic and global events. Both benchmark indices registered marginal gains in early trade.
Singapore, November 7: AI-led Customer Data and Engagement Platform MoEngage gets $100 million in a new funding round led by Goldman Sachs Alternatives and A91 Partners, underscoring the growing global demand for next-generation marketing technology. The fresh capital will accelerate MoEngag
The findings come from its global "Turning the Corner?" survey of more than 250 General Partners (GPs) and Limited Partners (LPs), which shows sentiment holds steady or improves across asset classes relative to 2024 levels, with the most optimism in real assets.
India's aerospace and defense market is set to expand significantly, with rising government approvals reinforcing a larger Total Addressable Market (TAM), according to a report by Goldman Sachs.
Energy-intensive artificial intelligence (AI) data centers are expected to drive a sharp rise in power consumption, with data center power usage projected to increase by 160 per cent by 2030, according to a report by Goldman Sachs.
Amid the recent surge in artificial intelligence (AI) investments, the concerns were raised that the AI boom is beginning to show some bubble-like features such as rapid investment flows, high valuations, and speculative enthusiasm. However, the Goldman Sachs noted that the current situation
Global investment bank Goldman Sachs expects India's economic growth to strengthen in 2026, driven by easing financial conditions, domestic regulatory relaxation, and moderation in external headwinds.
The information technology (IT) services sector in India is showing tentative signs of demand stabilisation, even as visibility into calendar year 2026 remains weak, noted in a report on India's IT services by Goldman Sachs.
An additional policy rate cut is expected before year-end, alongside recent GST simplifications indicating that peak fiscal consolidation is behind us. These factors, combined with domestic regulatory easing, are likely to foster a gradual recovery in credit demand, said a report by Goldman