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Is India still attractive for investors?
Indian markets have endured a wild week, as investors struggle to make sense of an election that has weakened Prime Minister Narendra Modi’s majority. What’s behind the volatility, and are dents forming in India’s long-term growth picture? Hiren Dasani, co-head of Emerging Markets Equity and lead portfolio manager of India Equity Strategies for Goldman Sachs Asset Management, joins Chris Hussey of Goldman Sachs Research to discuss.
Recorded: June 6, 2024
This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Goldman Sachs, may not be current, and Goldman Sachs has no obligation to provide any updates or changes. All price references and market forecasts are as of the date of recording. This podcast is not a product of Goldman Sachs Global Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Goldman Sachs and may differ from the views and opinions of other departments or divisions of Goldman Sachs and its affiliates. Goldman Sachs is not providing any financial, economic, legal, accounting, or tax advice or recommendations in this podcast. The information contained in this podcast does not constitute investment advice or an offer to buy or sell securities from any Goldman Sachs entity to the listener and should not be relied upon to evaluate any potential transaction. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Goldman Sachs entity. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.
zhlédnutí: 194

Video

Central bank divergence: Why it's happening and why it matters
zhlédnutí 863Před 2 hodinami
The Federal Reserve has historically led a relatively synchronized monetary policy cycle across the major economies, but this cycle seems to be shaping up differently. Goldman Sachs' Chief Economist and Head of Goldman Sachs Research Jan Hatzius, Peter Praet, former chief economist of the European Central Bank, and Maurice Obstfeld, former chief economist of the IMF, discuss the implications of...
Consumer stocks: Finding the winners
zhlédnutí 806Před 16 hodinami
Recent earnings and economic data are putting the US consumer in focus. So what have we learned about the state of the consumer, and which subsectors are coming out ahead? Scott Feiler, a consumer sector specialist in Global Banking & Markets, joins Goldman Sachs Research’s Chris Hussey to discuss how investors are weighing the US consumer. Recorded: May 30, 2024 This podcast should not be copi...
The outlook for corporate bonds
zhlédnutí 948Před 16 hodinami
Are corporate bond investors getting too complacent? Gurpreet Garewal of Goldman Sachs Asset Management separates the signal from the noise
Can private equity bounce back?
zhlédnutí 3KPřed dnem
On this episode of Goldman Sachs Exchanges, Goldman Sachs Research’s Alex Blostein joins moderator Allison Nathan to discuss the challenges and opportunities facing the private equity industry. Nathan also speaks with Global Banking & Markets’ Mike Nickols and Gina Lytle who share their perspectives on the types of deals that are happening today. For more, read Private Equity Inflection Point, ...
Why copper is hitting record highs
zhlédnutí 1,5KPřed 14 dny
Copper- the metal that's critical for everything from wind turbines to electric grids-surged over the past week. Where do copper prices go from here? Adam Gillard on the commodities institutional sales team in Global Banking & Markets, explains why copper spiked and what this tells us about the global economy. Recorded: May 22, 2024 This podcast should not be copied, distributed, published or r...
Eli Lilly CEO Dave Ricks on revolutionizing healthcare and medicine
zhlédnutí 1,9KPřed 14 dny
The increasing popularity of GLP-1 weight-loss drugs has driven drugmaker Eli Lilly to become the largest pharmaceutical company in the world by market capitalization. Eli Lilly Chair and CEO Dave Ricks joined Goldman Sachs' John Waldron for a Goldman Sachs Talks session to discuss Lilly's journey with medicine for chronic weight management, his view on how medicine is changing and the new prob...
Is China’s rebound for real?
zhlédnutí 2,7KPřed 14 dny
After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman Sachs Research’s Hui Shan and Kinger Lau discuss the evolution of China’s economy and capital markets. Date of recording May 16, 2024 This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information conta...
A market friendly data print- for now
zhlédnutí 921Před 21 dnem
While this week’s CPI print shows that inflation eased in April, consumer prices are still on the rise. What does this mean for the Fed’s next move? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, provides his view on policy and markets. RECORDED: May 15, 2024 This podcast should not be copied, distributed, published or reproduced, in whole or in part. The ...
How AI, the energy transition, and the future of work are shaping impact investing
zhlédnutí 1,3KPřed 21 dnem
Is it possible to have a positive impact through investing without giving up on returns? Brian Singer of Goldman Sachs Research and Greg Shell of Goldman Sachs Asset Management discuss the long-term trends shaping impact investing and the investment opportunities in the space. Date of recording April 16, 2024 This podcast should not be copied, distributed, published or reproduced, in whole or i...
Jay Shetty on mindfulness in the workplace
zhlédnutí 758Před 21 dnem
Jay Shetty, Calm chief purpose officer, best-selling author, podcast host of On Purpose with Jay Shetty and entrepreneur, discusses his path to mindfulness and entrepreneurial journey with Goldman Sachs’ Jacqueline Arthur in this Goldman Sachs Talks. Record Date - February 26, 2024
Why big tech's earnings reveal a "bifurcated market"
zhlédnutí 952Před 28 dny
While large cap tech stocks have powered the market higher, companies' earnings reports tell a more mixed story. Goldman Sachs' Peter Callahan, US TMT sector specialist in Global Banking & Markets, breaks down big tech’s earnings and what he expects for the sector. RECORDED: May 8, 2024 This podcast should not be copied, distributed, published or reproduced, in whole or in part. The information...
Why have US home prices stayed so high?
zhlédnutí 1,2KPřed 28 dny
Why have home prices stayed strong even as mortgage rates soar? Susan Maklari, who covers homebuilders for Goldman Sachs Research, separates the signal from the noise. Filmed on May 2, 2024.
Harvard’s former president Drew Faust on making “necessary trouble”
zhlédnutí 1KPřed 28 dny
Drew Gilpin Faust, former president of Harvard University, joins Goldman Sachs’ David Solomon to discuss her latest book, Necessary Trouble: Growing Up at Midcentury. Record Date - April 8, 2024
Is the UK economy finally turning the corner?
zhlédnutí 1,1KPřed měsícem
Goldman Sachs Research’s Jari Stehn joins Charlotte Keenan of the firm’s office of corporate engagement to discuss the UK economy’s unique economic challenges, its path forward, and the role that small businesses can play in bolstering growth. To learn how the UK’s small businesses could help support the UK economy, read Generation Growth: The Small Business Manifesto. www.goldmansachs.com/inte...
Currencies, rates, and a volatile yen
zhlédnutí 1,2KPřed měsícem
Currencies, rates, and a volatile yen
Why gold’s “strange” rally could continue
zhlédnutí 1,3KPřed měsícem
Why gold’s “strange” rally could continue
Why Treasury auctions - and rising deficits - are becoming a focal point for markets and investors
zhlédnutí 7KPřed měsícem
Why Treasury auctions - and rising deficits - are becoming a focal point for markets and investors
Why investors should “expect the chop to continue”
zhlédnutí 1,5KPřed měsícem
Why investors should “expect the chop to continue”
Does the market need rate cuts?
zhlédnutí 1,4KPřed měsícem
Does the market need rate cuts?
Weighing the GLP-1 Market
zhlédnutí 839Před měsícem
Weighing the GLP-1 Market
Jared Cohen on US leaders finding purpose post-presidency
zhlédnutí 1,3KPřed měsícem
Jared Cohen on US leaders finding purpose post-presidency
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
zhlédnutí 2,8KPřed měsícem
Are inflation fears overblown? The outlook for inflation, US growth, and long-term rates
Turning tail risks into tailwinds
zhlédnutí 953Před měsícem
Turning tail risks into tailwinds
Positioning and seasonals point to more gains for US stocks
zhlédnutí 543Před měsícem
Positioning and seasonals point to more gains for US stocks
Global insurers turn to private credit - and AI
zhlédnutí 2,4KPřed měsícem
Global insurers turn to private credit - and AI
AI is impacting stocks far outside of the tech sector
zhlédnutí 1,9KPřed měsícem
AI is impacting stocks far outside of the tech sector
How investors are managing rising volatility
zhlédnutí 1,5KPřed 2 měsíci
How investors are managing rising volatility
Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
zhlédnutí 2,1KPřed 2 měsíci
Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons
A surprising asset could now be the best hedge for 60/40 portfolios
zhlédnutí 1,3KPřed 2 měsíci
A surprising asset could now be the best hedge for 60/40 portfolios