Goldman Sachs’ Timothy Moe expects India to stage an earnings-led comeback in 2026, with MSCI India earnings growth seen at 15%. Valuations are expensive but defensible, limiting upside from re-rating. A recovery in earnings, domestic consumption, financials and policy support could help revive foreign investor interest later in the year.
Dow, S&P 500 slip as oil hovers near $100 despite Nasdaq’s record close
The Dow and S&P 500 declined sharply as oil prices rallied near the $100 mark, causing apprehension among investors. However, the Nasdaq soared to a