Goldman Sachs argues that if you look beyond the index, there are at least 42 AI enablers that have rallied 60 per cent.
Goldman Sachs’ Indian equity portfolio, held through its global funds, declined sharply by 27% in CY26, with its value falling from Rs 9,015 crore in December 2025 to Rs 6,585 crore as of September 11, 2026. As of the June 2026 quarter, the portfolio comprise…
The anchor allocation witnessed participation from some of the world’s most prominent institutional investors, including the Monetary Authority of Singapore, Morgan Stanley India Investment Fund Inc., Goldman Sachs Investments (Mauritius) I Ltd., Government P…
Goldman Sachs says a shift spurred by the Iran War and its disruption to energy markets will put downward pressure on crude prices through 2027.
Goldman Sachs says a shift spurred by the Iran War and its disruption to energy markets will put downward pressure on crude prices through 2027.
The report, titled Outlook for Data Centers in Asia, states that data centre demand is expected to grow at a 20% compound annual growth rate (CAGR) in China from 2025 to 2028, driven by structural developments in AI and stepped-up investments by hyperscalers …

India is set for rapid data centre growth driven by AI demand, demographics, and strategic location, says Goldman Sachs.

JPMorgan Chase cuts off Anthropic access for its Hong Kong staffFinancial Times JPMorgan blocks Anthropic AI access for Hong Kong staff, FT reportsReuters Anthropic Faces More Scrutiny Ahead Of IPO: JPMorgan Reportedly Follows Goldman In Cutting Claude Access…
Lenskart Solutions share price dipped 2% on Thursday as SoftBank affiliate SVF II Lightbulb (Cayman) sold a significant stake. Global and domestic institutional investors, including funds managed by Goldman Sachs and Fidelity, acquired these shares. This tran…

Global oil inventories are falling at an accelerated rate, Goldman Sachs has warned, noting April draws from inventories had run at double the rate until the end of March. Since the start of May, global draws from inventories have been running at 8.7 million …

India is the fastest-growing major steel producer, outperforming global markets, as highlighted in Goldman Sachs' latest report.
Goldman Sachs has picked 12 stocks for investors with medium-term horizon as these stocks have light foreign ownership and positioning, are trading at reasonable multiples, and are likely to outperform when foreign sentiment improves after the sharp selloff. …
Goldman Sachs has identified 12 Indian stocks as medium-term alpha bets despite warning that the record $22 billion FII selloff in 2026 may persist. Foreign investors have already pulled out more than last year’s total, marking one of the sharpest equity outf…

What Goldman Sachs’s most improbable CEO can teach India’s entrepreneurs
Larsen and Toubro shares fell after the company reported a 3% YoY decline in Q4 net profit to Rs 5,326 crore. Despite the profit dip, revenue rose 11% to Rs 82,762 crore, with international business contributing over half. EBITDA grew 5%, indicating stable op…
Global oil supply remains stable, but refined fuel shortages are rising, says Goldman Sachs.

According to the report, two-wheeler (2W) volumes rose 14% year-on-year in April, outperforming passenger vehicles (cars), which grew 11% during the same period
Reliance Industries is gaining traction as Goldman Sachs raises its target price, with global brokerages predicting significant upside despite a recent 13% stock dip. Analysts are optimistic about the oil-to-chemicals business recovery, the impending Jio IPO,…