Recovery will be more gradual than the markets are anticipating: Sunil KoulSunil Koul, an emerging market equity strategist at Goldman Sachs, predicts a gradual GDP growth recovery in India, reaching 6.4% by CY25. ...
Global sentiments will have to improve before FIIs can come back to India: Sunil KoulSunil Koul sees a shift from capex to consumption stocks in India due to steady GDP-aligned capex growth. With the government's tax relief,...
Goldman Sachs has a flattish target for next 3 months; sees 1-2 quarters of downgrade left: Sunil KoulGoldman Sachs predicts a tough financial environment for India in the near future, with a slowdown in growth and earnings. However, they an...
Will prefer to focus on domestic sectors vs external facing sectors: Sunil KoulI mean there is obviously the broader structural kind of under penetration story behind it, but I think the sector had not done well in the...
Here's why Sunil Koul prefers private banks over PSU banksI would say beyond banks there are a lot of themes which we still like within the market. There is the broader theme of energy security, th...
Goldman sees India's stocks, bonds and rupee as top emerging market picksStrong earnings growth is supporting the share market, while the country’s inclusion in international indexes, stronger government finances...
On longer-term structural side, Goldman Sachs overweight on India & Indonesia: Sunil KoulSunil Koul of Goldman Sachs says FIIs are shifting focus towards China, causing outflows from India. FII allocations in India are still at ...
We are baking in 15% earnings growth for India in next couple of years: Sunil Koul, Goldman SachsGoldman Sachs predicts higher market levels in Asian equities, driven by earnings recovery and rotation into largecaps and quality stocks. ...
Goldman says more global money will flock to Indian markets post electionGlobal investors snapped up $21 billion of shares on a net basis in 2023, but the pace has slowed this month ahead of the April-May polls w...
Goldman Sachs sets Nifty 2024 target at 21,800"Returns are likely to be back loaded given the tough global backdrop and political uncertainty as the election approaches in 2Q24," said G...
Why are FIIs selling China to buy India, warming up to midcaps? Goldman Sach’s Sunil Koul explains"Traditionally, foreign investors have always been more active in the largecap space because those stocks are much bigger and liquid but in...
Back in the game! After 5 years, FIIs are once again warming up to Indian midcapsThe S&P BSE MidCap Index has risen more than 20% this year, surpassing a 7.4% gain in India’s equity benchmark. It is trading at 24 times o...
Marching on: Sensex scales 65k, Nifty crosses 19,300The Sensex topped 65,300.35 on Monday, surpassing the previous high of 64,768.58 last Friday. The index closed at 65,205.05, up 486.49 poin...
Goldman Sachs sees Nifty holding its own even if China stocks reboundChinese stock market recovery is unlikely to lead to a massive fund outflow from India, according to Goldman Sachs Asia Pacific equity stra...
Bearish Goldman of September 17 was super bullish on August 19The US-based firm has been overweight on Indian market since 2014.
India's world-beating stock market run is over: Goldman SachsThe nation’s equity market looks less favourable amid elevated valuations.
Jammu and Kashmir Polls: BJP sets up election campaign, management committeesAccording to the party spokesperson, Dr Nirmal Singh will be the chairman of the state Election Campaign Committee and Sat Sharma as its Se...