Goldman Sachs Sees Nifty Reaching 27,000 In 2025, Bullish On Housing, Agriculture, Defence Stocks
3 days, 6 hours ago

Goldman Sachs Sees Nifty Reaching 27,000 In 2025, Bullish On Housing, Agriculture, Defence Stocks

ABP News  

Goldman Sachs India 2025 Outlook: Goldman Sachs has shared its strategic outlook for Indian equities in 2025, highlighting significant growth potential in sectors such as housing, agriculture, defence, tourism, and the rapidly expanding affluent consumer market. We forecast MSCI India earnings growth of 12 per cent, 13 per cent, and 16 per cent for CY 2024, 2025, and 2026, respectively—slightly below consensus estimates," Goldman Sachs said. “Our preferred medium-term themes include housing, agriculture, defence, tourism, and affluent India,” analysts at Goldman Sachs stated. By focusing on carefully selected domestic and export sectors, Goldman Sachs advises investors to navigate current market conditions strategically while positioning themselves for long-term growth.

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Stock Market Outlook 2025: Nifty At 27K Or 28K By Year-End? Insights From Market Experts
Trending News
3 days, 3 hours ago

Stock Market Outlook 2025: Nifty At 27K Or 28K By Year-End? Insights From Market Experts

ABP News  

The Indian equity markets have shown resilience throughout most of 2024, overcoming various challenges such as persistent inflation, the weaker-than-expected second quarter of financial year 2025 earnings, the outcomes of the general elections, FII outflows, and geopolitical uncertainty. Sharing his take, Sarvjeet Singh Virk, Co-founder and MD of Shoonya by Finvasia, told ABP Live, “Despite facing selling pressure towards the …

Stock Market Outlook: Banks, IT, FMCG, among six most promising sectors for investment in 2025, says StoxBox
6 days, 8 hours ago

Stock Market Outlook: Banks, IT, FMCG, among six most promising sectors for investment in 2025, says StoxBox

Live Mint  

The Indian stock market crashed on Tuesday, with the benchmark indices Sensex and Nifty 50, falling over a percent each, dragged by heavy selling in banks, IT, metals, auto and FMCG sectors. Here are the most promising sectors for investors in 2025, according to StoxBox: Banking The banking sector, despite facing challenges in 2024, is shifting its focus to asset …

Expert view: India’s growth story remains strong; Trump’s policies may boost China+1 strategy, says Mandal of Marcellus
1 week ago

Expert view: India’s growth story remains strong; Trump’s policies may boost China+1 strategy, says Mandal of Marcellus

Live Mint  

Expert view: Arindam Mandal, the head of global equities at Marcellus, remains confident about India’s long-term structural growth story. In an interview with Mint, Mandal shares his views on the Indian stock market, the US Fed's rate reduction cycle and explains what key factors Indian investors should consider before investing in developed market equities. While Trump’s trade policies are aimed …

Morgan Stanley sees Sensex at 93,000 by 2025 end, remains bullish on India’s long-term growth
2 weeks ago

Morgan Stanley sees Sensex at 93,000 by 2025 end, remains bullish on India’s long-term growth

Live Mint  

As the calendar turns to 2025, India's equity market continues to maintain a positive trajectory, buoyed by strong fundamentals and a degree of insulation from global economic turbulence. Despite a 6 per cent correction in Indian benchmarks the Sensex and Nifty from recent highs, triggered by substantial foreign institutional investor sell-offs in October, Morgan Stanley remains optimistic about the country’s …

Indian stock markets review 2024: A tale of two halves
Trending News
2 weeks, 1 day ago

Indian stock markets review 2024: A tale of two halves

Live Mint  

It has been a tumultuous year for India's stock markets. On the global stage While global economic headwinds and rising geopolitical tensions have cast a shadow over global markets, India has managed to hold its own and outperform several emerging market peers. Shifting dynamics This year, foreign portfolio investors started withdrawing funds from Indian equities and pivoted to China after …

Investment strategy: How to invest in 2025 after Sensex, Nifty 50 deliver 13% returns in 2024?
2 weeks, 3 days ago

Investment strategy: How to invest in 2025 after Sensex, Nifty 50 deliver 13% returns in 2024?

Live Mint  

Indian Stock Market: The Indian stock market has shown remarkable resilience in 2024, with benchmark indices Sensex and Nifty delivering double-digit returns despite global economic challenges and market volatility. Market experts offer actionable insights for the year ahead, let's take a look: Investment Strategy Insights for 2025 Jigar S. Patel, Senior Manager - Technical Research at Anand Rathi Shares and …

Stock market strategy: Goldman Sachs sets 12-month Nifty 50 target at 27,000; overweight on autos, telecom, insurance
1 month ago

Stock market strategy: Goldman Sachs sets 12-month Nifty 50 target at 27,000; overweight on autos, telecom, insurance

Live Mint  

Indian equities are expected to remain resilient to global macroeconomic challenges such as a stronger US dollar, shallower easing in emerging markets, and potential US tariff hikes on China, according to Goldman Sachs’ latest report. Goldman Sachs projects India’s GDP growth to decelerate to 6.3% year-on-year in 2025, citing fiscal constraints and subdued credit growth. Stock Market Outlook Goldman Sachs …

India’s GDP growth estimated to decelerate to 6.3% in 2025, says Goldman Sachs; sees shallow RBI rate cut from Q1CY25
1 month ago

India’s GDP growth estimated to decelerate to 6.3% in 2025, says Goldman Sachs; sees shallow RBI rate cut from Q1CY25

Live Mint  

India’s economic growth is expected to decelerate in 2025, said Goldman Sachs even as it believes that the economy will likely be insulated from global shocks emanating out of a potential trade war between US and China. Though India’s strong long-term structural growth story remains intact, we forecast GDP growth to decelerate to 6.3% YoY in CY25, on continued fiscal …

Indian stocks to stay flattish for 3 months as earnings, valuations weigh, says Goldman
1 month ago

Indian stocks to stay flattish for 3 months as earnings, valuations weigh, says Goldman

Live Mint  

Nov 21 - Indian equities are likely to remain rangebound over the next three months, following their recent slide into correction territory after the worst earnings season in four years and nursing still-high valuations, Goldman Sachs said. The Wall Street brokerage, which remains tactically "marketweight" on Indian equities, expects the benchmark Nifty 50 to hit 24,000 points in the next …

Indian Stock Market Outlook: Earnings, Fed policy, other key factors that could influence investor sentiment in FY25
1 month ago

Indian Stock Market Outlook: Earnings, Fed policy, other key factors that could influence investor sentiment in FY25

Live Mint  

The Indian market is currently undergoing a corrective phase, impacted by the rise in the dollar index following Donald Trump's victory in the 2024 US Presidential elections, along with continuous outflows from foreign investors and the Middle East crisis. Here's a look at key market drivers for the rest of FY25, as per market analysts: Prospects for Government Spending and …

What’s next for investors after US elections? Here are key trends that could shape final days of 2024
1 month ago

What’s next for investors after US elections? Here are key trends that could shape final days of 2024

Live Mint  

The Indian market is currently undergoing a corrective phase, impacted by the rise in the dollar index following Donald Trump's victory in the 2024 US Presidential elections. Here's what they expect markets to focus on next: US Federal Policies and Global Geopolitical Tensions Sonam Srivastava of Wright Research advised investors to closely follow the U.S. Federal Reserve’s interest rate decisions, …

23 Nifty 50 stocks plunge up to 37% from one-year highs; IndusInd Bank, Tata Motors among the worst hit
1 month, 1 week ago

23 Nifty 50 stocks plunge up to 37% from one-year highs; IndusInd Bank, Tata Motors among the worst hit

Live Mint  

November has so far not offered any relief for Indian markets, as the selloff that began in October has persisted well into the current month. Additionally, foreign portfolio investors have been steadily pulling out of Indian markets since late September, which has put sustained pressure on the Indian rupee, driving it to new record lows. Recent reports indicate that Foreign …

Goldman Sachs cuts India’s 2024 and 2025 GDP growth forecasts
3 months, 4 weeks ago

Goldman Sachs cuts India’s 2024 and 2025 GDP growth forecasts

Hindustan Times  

Goldman Sachs Group Inc. has lowered India’s growth forecast by 20 basis points each for this year and the next, citing a contraction in central government expenditure. India’s growth next year will be hampered by the government’s commitment in the budget to bring down the fiscal deficit to below 4.5% of gross domestic product. Expansion will also face headwinds from …

Mint Quick Edit | Goldman Sach’s outlook changes highlight global uncertainty
4 months ago

Mint Quick Edit | Goldman Sach’s outlook changes highlight global uncertainty

Live Mint  

It’s a sign of the uncertainty looming over the global economy that economists are altering expectations so frequently. Take Goldman Sachs, which has just scaled back the odds of a US recession to 20% from 25% forecast a fortnight or so ago. That prediction had marked a spike from the 15% probability it had held until a weaker-than-expected July US …

Economic Survey 2023-24: Displaying stellar show banking, financial sectors must brace for likely vulnerabilities
5 months ago

Economic Survey 2023-24: Displaying stellar show banking, financial sectors must brace for likely vulnerabilities

The Hindu  

With India’s banking and financial sectors displaying a stellar performance in FY24 and as India’s financial sector undergoes critical transformation, it must brace for likely vulnerabilities originating globally or locally, the Economic Survey 2023-24 has cautioned. Economic Survey 2023-24 LIVE updates In FY24 bank credit witnessed double digit and broad-based growth and asset quality improved dramatically with gross and net …

Stock market outlook: Expect no deep and prolonged correction; Nifty may see low-teen upside by March 2025: UBS
7 months, 1 week ago

Stock market outlook: Expect no deep and prolonged correction; Nifty may see low-teen upside by March 2025: UBS

Live Mint  

The Indian stock market is witnessing a sharp correction and the benchmark Nifty 50 index has dropped more than 4% from its record high level. Indian equities are likely to trade with a downward bias ahead of general elections results, but analysts do not expect a prolonged correction with the market expected to offer buy-on-dip opportunities. Premal Kamdar, Analyst at …

Goldman Sachs predicts this ‘favourable scenario’ for Indian economy by 2030
7 months, 3 weeks ago

Goldman Sachs predicts this ‘favourable scenario’ for Indian economy by 2030

Hindustan Times  

India's services exports are likely climb to $900 billion- about 12.4 percent of its GDP, by 2030- Goldman Sachs said in what it called a "favourable scenario" of the economy. "India has been gaining share in professional consulting globally, which is relatively less concentrated than other sectors, and India has scope of gaining further share with the rise of GCCs," …

The services story: On India’s success
7 months, 3 weeks ago

The services story: On India’s success

The Hindu  

A deep-dive research report from global investment banking major Goldman Sachs, evocatively titled ‘India’s rise as the emerging services factory of the world’, has captured India’s recent success in providing global services and sought to forecast growth prospects and risks in the medium term. The firm takes a broader view of India’s services exports over the last 18 years, including …

Stretched valuations could weigh on Indian stock market returns in 2024: CLSA
11 months, 2 weeks ago

Stretched valuations could weigh on Indian stock market returns in 2024: CLSA

Live Mint  

The valuations of the Indian stock market seem not only stretched, but India has become the most expensive large market in the world, which may weigh on returns this year, cautions foreign brokerage firm CLSA. In a report, CLSA noted that Indian equities started 2024 amid extreme bullish sentiment, with top-decile valuations and a record discount to debt yields. The …

2024: Equity market set for eventful journey on LS polls, interest rate trajectory
11 months, 3 weeks ago

2024: Equity market set for eventful journey on LS polls, interest rate trajectory

Live Mint  

With tailwinds of a remarkable year and handsome investor returns, Indian equities are set for an eventful journey in 2024, with a slew of local and global cues — varying from interest rates to Lok Sabha polls to geopolitical happenings. Lok Sabha elections, the US Presidential polls, the trajectory of interest rates, particularly in the US and India, inflation trends …

Tale of two halves: Goldman sees GDP powered by govt, private sector
1 year, 1 month ago

Tale of two halves: Goldman sees GDP powered by govt, private sector

Live Mint  

Investment bank and financial services major Goldman Sachs predicted a higher 6.5% growth in gross domestic product in FY25, compared to a more sedate 6.2% in FY24. In calendar year 2024, economic growth “is likely to be a tale of two halves", Goldman Sachs said in a report released on Monday, titled India 2024 Outlook. According to Goldman Sachs, risks …

Here is why Goldman Sachs feels India story is a good bet for long term
1 year, 6 months ago

Here is why Goldman Sachs feels India story is a good bet for long term

Live Mint  

India is one of the emerging markets that international brokerage, Goldman Sachs feels provides intriguing long-term beta and outsized alpha prospects. The brokerage also noted in its analysis that the 269 multibagger stocks all have six characteristics, with India having produced the highest percentage of multibaggers. "We analyse 10 major markets across EM/ developed markets, covering 6700 stocks and examine …

RBI's Annual Report: India's Growth Momentum Likely To Be Sustained In 2023-24
1 year, 6 months ago

RBI's Annual Report: India's Growth Momentum Likely To Be Sustained In 2023-24

ABP News  

The Reserve Bank of India's annual report on Tuesday said that India's growth momentum is likely to be sustained in 2023-24 in an atmosphere of easing inflationary pressures on the back of sound macroeconomic policies and softer commodity prices. The annual report, a statutory report of its Central Board of Directors, said, "On the back of sound macroeconomic policies, softer …

India will stay on course; projected to grow at 7% in 2022-23: FM Sitharaman
1 year, 8 months ago

India will stay on course; projected to grow at 7% in 2022-23: FM Sitharaman

The Hindu  

Observing that the International Monetary Fund and World Bank have estimated India to be the fastest-growing major economy in 2023, Finance Minister Nirmala Sitharaman has said the Indian economy will stay on course and is likely to grow at 7% in 2022-23. Attending the Plenary Meeting of the International Monetary and Financial Committee at the IMF Headquarters here on Friday …

Global slowdown not mirrored in India, says Finance Ministry
2 years ago

Global slowdown not mirrored in India, says Finance Ministry

The Hindu  

India’s economic momentum has been sustained well in the third quarter of 2022-23 and there is cause for cautious optimism as the slowdown in global economic activity is not mirrored in India’s performance of various high-frequency indicators, the Finance Ministry said on December 23, 2022. The downsides of India’s widening current account deficit are expected to be limited by a …

India growth to slow to 5.9% in 2023, says Goldman Sachs
2 years, 1 month ago

India growth to slow to 5.9% in 2023, says Goldman Sachs

The Hindu  

India’s economic growth in 2023 is expected to slow to 5.9%, from 6.9% in 2022, Goldman Sachs said in its India 2023 outlook report. In the second half, growth is likely to re-accelerate as global growth recovers, drag from net exports diminishes and investment cycle picks up,” Goldman Sachs said. Emphasising that India’s current account deficit would remain wide given …

Demographic shift, domestic investors: Experts on why this is India's decade
2 years, 1 month ago

Demographic shift, domestic investors: Experts on why this is India's decade

India Today  

A report titled 'Why This Is India's Decade' looked at the trends and policies shaping the future of India's economy. READ | India likely to see muted GDP growth, high inflation over next few quarters: Experts INDIA'S CONSUMPTION STORY Speaking on the growth boom and its effects on consumption, Balasubramanian, managing director and chief executive officer of Aditya Birla Sun …

The Indian Economy In 2022 And What We Can Look Forward To In 2023 - News18
2 years, 1 month ago

The Indian Economy In 2022 And What We Can Look Forward To In 2023 - News18

News 18  

Opinion | The Indian Economy In 2022 And What We Can Look Forward To In 2023 Curated By : Last Updated: December 31, 2022, 10:30 IST India is simultaneously moving on all fronts. That the Indian economy is not overburdened with debt, particularly external debt, puts it in a good position to realise its ambitions in 2023 and beyond The …

India's GDP Expected To Grow 9% in FY22, May Clock Over 8% Growth in FY23: PHDCCI
2 years, 8 months ago

India's GDP Expected To Grow 9% in FY22, May Clock Over 8% Growth in FY23: PHDCCI

News 18  

India’s gross domestic product is expected to have grown nine per cent in the financial year 2021-22, which is the highest among the leading economies, and the growth is likely to be over eight per cent in the current financial year, according to the PHD Chamber of Commerce and Industry. “At this juncture, the percolation of ease of doing business …

Goldman Sachs upgrades Indian equities to overweight; sees 11% upside to Nifty
4 years, 1 month ago

Goldman Sachs upgrades Indian equities to overweight; sees 11% upside to Nifty

Live Mint  

MUMBAI: Goldman Sachs has raised Indian equities to overweight on hopes that earnings recovery will lead rally. As the economy recovers from the pandemic-induced contraction, Goldman Sachs expects corporate profits to rebound 27% next year and a further 21% in 2022, after an expected decline of 11% year-on-year this year. As domestic macro recovery is picking up, Goldman Sachs economists …

Goldman Sachs Pegs India's GDP Growth Forecast at 10% for 2021, Highest Among Major Global Economies
4 years, 1 month ago

Goldman Sachs Pegs India's GDP Growth Forecast at 10% for 2021, Highest Among Major Global Economies

News 18  

Investment bank Goldman Sachs, its global economic analysis report ‘V-Shaped Recovery’, reiterated its projections for India’s gross domestic product growth for 2021 and 2022 to be 10 per cent and 7.3 per cent respectively. The investment major’s growth forecast for India is the highest among major economies around the world. In September, the lender had forecast India’s GDP growth for …

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