Seth R Freeman observes that investors are turning to gold amidst a weak dollar and a risky environment, but the surge in Bitcoin interest is particularly noteworthy. Despite tariff concerns, optimism about earnings persists, though the impact of potential Fed rate cuts and summer trading volumes remains uncertain. Layoffs at major companies like Daimler signal potential economic retraction.
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