Seth R Freeman discusses the negative impact of tariffs on Mexico and Europe, highlighting the uncertainty it creates for businesses. Despite tepid market reactions, Freeman suggests lower trading volumes due to summertime may be a factor. He believes gold’s rally is tied to geopolitical issues, not tariffs, and anticipates strong earnings in healthcare and travel sectors.
Goldman Sachs’ India bets: 8 stocks rally up to 85% in CY26; one new addition
Goldman Sachs’ India equity portfolio fell 6% in CY26 amid mixed stock performance. While 18 stocks declined sharply, eight delivered strong gains, led by GNG