Goldman Sachs

Solar Industries, BEL, Data Patterns, PTC Industries: How Budget 2026 could affect these defence stocks

Feb 02, 2026, 12:08 PM IST

The brokerage highlighted that the defence spending outlined for FY27 exceeded its expectations.

Goldman Sachs: STT, fears of Monday FPI selling drive worst Budget-day selloff in 6 years

Feb 02, 2026, 08:43 AM IST

Gooldman Sachs said the market weakness reflects a combination of concerns around STT on F&O segments, global metal selloff, and domestic selling on low volumes in anticipation of foreign outflows on Monday.

Goldman Sachs says buy Havells shares, sees 30% upside; stock down 7%

Jan 20, 2026, 11:16 AM IST

While commodity prices will put pressure on margins across electricals, a diversified player with C&W exposure like Havells looks well-protected, Goldman Sachs said.

Goldman Sachs shares hit record $961.86 as strong trading and earnings fuel rally: Report

Jan 15, 2026, 09:20 PM IST

Shares of Goldman Sachs Group touched a new peak at $961.86, taking the bank’s market capitalisation beyond $300 billion and signalling sustained momentum after a 57.07% rise over the last 12 months.

Why Aragen is moving more biologics to India

Jan 14, 2026, 02:51 PM IST

As biologics move onshore, Aragen keeps IPO route open.

Automation over hiring: Goldman Sachs warns 2026 could see another wave of AI-led layoffs

Jan 04, 2026, 09:53 PM IST

Rather than expanding headcount, many firms are using technology to replace roles that were once handled by human workers. This shift is driven less by growth ambitions and more by a desire to permanently lower employee-related costs.

Goldman Sachs’ 2026 Commodity Playbook: What To Buy, What To Avoid | What's Hot

Jan 02, 2026, 05:38 PM IST

Entering 2026, gold and silver - 2025's star performers with ~80% and ~180% returns - face tempered expectations after parabolic gains. Nirmal Bang's Kunal Shah attributes the rally to de-globalization, multipolar world dynamics, eroding paper currency trust, soaring Western debt, stagnant production, growing deficits, and export controls by China/Russia. Central banks continue heavy buying (800-850 tons in 2025), supporting gold. He forecasts realistic 2026 upside: gold 10-15% (target $4,650-4,700/oz or ₹1.52-1.55 lakh/10g in India), silver 15-20% (₹2.60-2.65 lakh/kg). Bullish on copper as "new gold" (target ₹14,000-14,500/MT) due to supply constraints. Oil seen rising to $65-70/barrel. Strategy: Avoid FOMO; use dips (gold ~₹1.20-1.25 lakh, silver ~₹1.2-1.3 lakh/kg) to average via ETFs. Fundamentals remain positive despite possible corrections.

Missed Gold’s 2025 Rally? Experts Say The Real Move Is Still Ahead

Jan 02, 2026, 04:32 PM IST

Goldman Sachs has made its strongest conviction call for 2026 - and gold is firmly at the top. The global investment bank sees gold rising to $4,900 per ounce by December 2026, driven by relentless central bank buying of nearly 70 tonnes every month. With Western debt surging and trust in fiat assets weakening, gold remains the preferred hedge for global reserves. While Goldman warns of oil oversupply with Brent averaging $56 a barrel, market experts differ, citing geopolitical risks and tightening long-term supply. Copper is expected to consolidate near $11,400 per tonne, while battery metals like lithium and nickel face pressure from Chinese supply. For investors who missed gold’s 2025 surge, the message is clear — the gold story may be far from over.

'Copper is set to explode': Supply shortages and the case for a multi-year rally

Dec 22, 2025, 03:55 PM IST

The copper market is expected to see a deficit of 124,000 tons this year and 150,000 tons next year, according to Reuters

Nifty targets in 2026: Three brokerages project upside, here's what they say

Dec 16, 2025, 04:45 PM IST

Nifty recently rebounded after a 17% correction, with ICICI Direct highlighting a favourable risk-reward at the 24,700 level.

Trent shares tumble from record high in 2025; price targets, technicals and more

Dec 12, 2025, 09:11 AM IST

The Tata Group's multibagger stock ended on a flat note at Rs 4,045 in the previous session. Market cap of the firm stood at Rs 1.43 lakh crore.