outlooks

India’s economy is likely to stand firm in an uncertain world

Goldman Sachs Research expects the Indian economy to be relatively insulated against global shocks over the coming year — including tariffs levied by the new administration of US President-elect Donald Trump. India’s GDP will keep growing strongly in the long term — but with a speed bump next year as government spending and credit growth

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What advanced AI means for China’s economic outlook

  The emergence of new artificial intelligence models in China could drive faster development and adoption of the technology in the country than previously projected, according to Goldman Sachs Research. Should AI gain traction, it could boost productivity and GDP growth in the world’s second-largest economy. China’s AI advancement has accelerated since our researchers examined, in 2023, the potential

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US assets will benefit from steady growth and persistent advantages

  S&P 500 annual returns have exceeded 20% over the past two years, continuing their long run of outperformance since the trough of the global financial crisis (GFC). Inevitably, investors may now wonder: Is it time to trim back exposure to US equities? Goldman Sachs’ Wealth Management Investment Strategy Group (ISG) says the answer is

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