Goldman Sachs Raises India's CY26 GDP Growth Forecast to 6.8%, Cuts Inflation, CAD Estimates
Goldman Sachs raises its CY26 real GDP growth forecast for India by 0.3pp to 6.8% y-o-y, lowers headline inflation forecast by 0.2pp to 4.4% y-o-y and current account deficit forecast by 0.2pp to 1.1% of GDP
Emerging Markets See Historical Discount: Get Exposure in GSEE
Emerging‑market equities are trading at a historic discount, with a cyclically adjusted price‑to‑earnings multiple of about 16× versus 38× for U.S. stocks. Goldman Sachs’ MarketBeta Emerging Markets Equity ETF (GSEE) offers a low‑cost, 0.36% fee exposure to large‑ and mid‑cap EM...
Asia Week Ahead: Key Data From Indonesia, China, Japan, and South Korea
The upcoming week in Asia will feature a suite of key economic releases. Indonesia’s consumer‑price index is expected to edge higher but stay within the central bank’s target range, while China will publish May industrial profits, June PMI data, and...
Mint Explainer | Will Water Shortages Derail India’s AI Data Centre Boom?
India is positioning itself as a global AI data‑centre hub, with Mumbai accounting for 53% of national capacity and tax holidays extending to 2047 to lure multi‑billion‑dollar investments from AWS, Microsoft, Google and domestic giants. Hyperscale facilities consume millions of...
India’s Critical Mineral Challenge in a New Global Resource Order
India faces a looming critical‑mineral security gap as demand for copper, lithium, rare earths and other inputs surges amid its clean‑energy and defence ambitions. A new study shows India’s import basket is split among raw ores from Australia, Chile and...
‘India Among Best Performing Economies Despite Challenges’
India’s economy outperformed most large peers in May, posting a manufacturing PMI of 55 and a services PMI of 59.8, driven by strong domestic consumption, production and infrastructure spending. Despite rising oil prices, inflation pressures and foreign institutional investor outflows,...