Topic
goldman sachs
Goldman Sachs raises India GDP growth forecast to 6.8% after US-Iran peace pact
Goldman Sachs raised India's GDP growth forecast for calendar year 2026 to 6.8% from 6.5%, and FY27 growth by 40 basis points to 6.5%, following the US-Iran peace deal. The investment bank cited lower global oil prices, eased supply chain disruptions, and stronger-than-expected first-quarter economic activity as key drivers. It also lowered inflation and current account deficit forecasts.
Goldman Sachs and EY Raise India Growth Forecasts on Lower Crude Oil Prices
Goldman Sachs and EY revised India's growth forecasts upward on Friday, citing easing West Asia tensions and lower crude oil prices. Goldman Sachs raised its CY2026 real GDP growth forecast by 0.3 percentage points to 6.8%, while EY pegged 2026-27 growth at 6.6-6.8%. Both firms also lowered inflation and fiscal deficit estimates.
Finance How carriers can scale with Goldman Sachs’ 10,000 Small Businesses program
Goldman Sachs' 10,000 Small Businesses program provides free business education and capital access to small trucking companies. The 12-week curriculum helps owner-operators move beyond operational bottlenecks, while a network of lenders offers average loans of $52,000. Alumni data shows 66% report increased revenue six months after graduation, rising to 74% by 30 months.
Commodities West Asia Outages to Keep Aluminium Market Tight Near-Term, Says Goldman Sachs
Goldman Sachs forecasts elevated aluminium prices near-term due to prolonged West Asia outages, but expects a surplus in 2027 as Indonesian and Chinese output ramp up. The bank downgraded West Asia output by 660kt in 2026 and 1Mt in 2027, and raised LME price forecasts to $3,300/t for Q3 2026 and $2,950/t for 2027.
Strait of Hormuz oil flows may recover to only 70% after war: Goldman Sachs
Goldman Sachs analysts predict that oil flows through the Strait of Hormuz may recover to only about 70% of pre-war levels, even after the US-Iran deal reopens the waterway. Regional producers like Saudi Arabia, UAE, and Iraq have increased reliance on alternative pipelines, and the UAE is pursuing a plan to eliminate Hormuz dependency entirely.
Goldman Sachs, HDFC Securities: Key Stocks to Watch on June 02
Goldman Sachs maintains a buy rating on Interglobe Aviation with a target price of Rs 5,200. HDFC Securities issues a reduce rating on Heidelberg Cement India, citing market share concerns.