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Indian Equities: Digital Transformation as Private Goes Public
The number of “unicorns” has surged in India in recent years, enabled by the rise of the internet ecosystem, availability of private capital and a favorable regulatory environment. Goldman Sachs Research expects the IPO pipeline to remain robust over the next 12-24 months, with market cap increasing from US$3.5tn currently to over US$5tn by 2024, making India the 5th largest market by capitalization.
Lessons From Japan for Countries at Risk of ‘Japanification’
Amid concerns that Europe and China are facing economic and demographic headwinds similar to those responsible for Japan’s decades-long period of anemic growth, we sat down with Naohiko Baba, Goldman Sachs Research’s chief economist for Japan, to discuss how Japan is coping with its challenges and takeaways for other countries that are at risk of ‘Japanification.’
India Macro Outlook 2021: Vaccine to Extend Rebound in 2022
Goldman Sachs Research expects the broad-based availability of an effective vaccine in India could allow a meaningful activity rebound in 2021 leading to a real GDP growth of 13% in FY22.
Europe’s Markets vs Japan’s: Parallels and Differences
Europe’s slow economic growth and low inflation have led many to wonder if the region is at risk of “Japanification.” In this episode of The Long & Short of It, Sharon Bell of Goldman Sachs Research explains some of the lessons investors can take from Japan’s recent past to better understand Europe’s future. Watch Video
What’s Driving GDP Growth – and Falling Inflation – in India?
Prachi Mishra, India chief economist for Goldman Sachs Research, Goldman Sachs, discusses the drivers behind India’s economy. Listen Now
Investing in South Africa
Despite weaknesses in South Africa’s economy, improving business confidence and the promise of structural reforms create the potential for higher economic growth rates going forward, according to Goldman Sachs’ Colin Coleman, the firm’s sub-Saharan Africa head, and Kunal Shah and Ryad Yousuf, who are leading the firm’s market-making expansion into South Africa. We talked with them about the evolving macroeconomic and political landscape in South Africa, as well as the opportunities and challenges for investors. Learn More
Womenomics 5.0: Twenty Years On
In 1999, Goldman Sachs Research Strategist Kathy Matsui published a seminal research report on “Womenomics,” exploring how much Japan’s GDP could grow if more women were in the labor force. Now 20 years later, Matsui reflects on the progress that’s been made and where the challenges remain. Watch Video
Mind the Gap: Emerging Markets Growth Gap Widening
Katie Koch of Goldman Sachs Asset Management discusses the positive outlook for emerging markets with India expected to be a particularly powerful engine of growth. Watch Video