This Goldman Sachs report analyzes the 2025 outlook for Indian equities. It forecasts a cyclical slowdown in domestic growth despite strong long-term structural potential, projecting a 6.3% GDP growth rate. The report anticipates range-bound markets in the near term due to high valuations and weak earnings, but predicts a 12-month Nifty target of 27,000. Goldman Sachs recommends a tactically neutral stance on Indian equities overall, favoring specific domestic sectors and upgrading exporters. Finally, the report identifies several investment themes, focusing on quality growth stocks and targeted alpha opportunities.
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3ª PARTE | 17 DIC 2025 | EL PARTIDAZO DE COPE
01 Jan 1970
El Partidazo de COPE
13:00H | 21 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
12:00H | 21 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
10:00H | 21 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
13:00H | 20 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana
12:00H | 20 DIC 2025 | Fin de Semana
01 Jan 1970
Fin de Semana