Our current expectation is that rate increases will slow down and dissipate into early next year. The Fed is likely to find a juncture next year where pausing and assessing will be the right strategy. The Fed has already made a very strong statement to the markets and to corporates, and likely will have an impact in 2023.
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