The investment bank raised its outlook for Chinese equities as the US-Iran peace process reduced geopolitical risk premia across emerging markets.
Tag: Goldman
Goldman Sachs Bets a Recent Merger Will Drive Sharp Gains in Travel Stocks
Goldman Sachs analysts have identified a recently merged travel company as a top pick, citing post-merger synergies and rebounding demand.
Goldman Sachs $7.6 Trillion AI Capex Projection Equals Nearly a Quarter of US Annual GDP
Goldman Sachs forecasts $7.6 trillion in cumulative AI infrastructure investment through 2031 described as exceeding the entire internet buildout of the 1990s.
Goldman Sachs Estimates Cumulative AI Capex of $7.6 Trillion by 2031
Goldman’s projection of AI infrastructure investment from 2026 to 2031 equals nearly a quarter of US annual GDP according to Anthropic’s Daniela Amodei.
Goldman Sachs Forecasts India GDP Growth of 6.9 Percent Above Consensus for 2026
Goldman Sachs Research predicted above-consensus GDP growth for India in 2026 citing easier financial conditions and healthier balance sheets.