Investment Strategy & Outlook - Goldman Sachs Asset Management suggests diversifying portfolios and looking outside the US for better returns, recommending a "get down, get client, and get active" approach in equities [1][2] - The firm is constructive on small caps both in the US and outside the US [2] - Real estate, particularly on the debt side, is starting to look appealing [8] Small Cap Opportunities - Small cap growth strategies can capture more upside, offering an alternative to low volatility strategies [4] - Intra-stock and inter-stock correlations in the small cap sector are at multi-year lows (5-10%), presenting alpha opportunities [5] - Small cap exposure is viewed favorably as many investors are avoiding it [7] Emerging Markets & India - Broad emerging markets have outperformed the US this year, but single-country performance varies [9] - Goldman Sachs analysts have moved from underweight to overweight on India [9] - While broad EM is up 20-30% year-to-date, India is only up about 3% [9] - India's valuation has retraced from a 25 times multiple to a 23 times multiple, and its premium versus other EM has decreased from the '9s to closer to 4-5 [11] - Government and policy reforms, including tax cuts and bank deregulation, make India an interesting place to look for investment [12]

RT Nick Szabo (@NickSzabo4)@War4theWest A Silicon Valley VC whose favorite country is professedly India, not the United States.How do we know that in time of war, Silicon Valley technology will be working for the United States and not for India? ...

RT Nick Szabo (@NickSzabo4)@War4theWest A Silicon Valley VC whose favorite country is professedly India, not the United States.How do we know that in time of war, Silicon Valley technology will be working for the United States and not for India? ...

RT Nick Szabo (@NickSzabo4)@War4theWest A Silicon Valley VC whose favorite country is professedly India, not the United States.How do we know that in time of war, Silicon Valley technology will be working for the United States and not for India? ...

Global oil markets may be dominated by concerns about a glut, but producers have found some support in buying from China and India, spurred by a wave of US sanctions on Russian energy https://t.co/35nbpTnDZw ...

India’s restrained response to the recent blast suggests little immediate risk of renewed hostilities with Pakistan https://t.co/YOECkTgVsS ...

Well, right now the tariffs are very high on India because of the Russian oil and they've stopped doing the Russian oil that's it's been reduced very substantially. Yeah, we're going to be bringing the tariffs down. >> Trump's tariffs, a US trade deal that hangs fire, China hostility and middling growth.2025 seems like a year in which India's political and economic fortunes were clouded. But economist Nil Kant Mishra disagrees. The real story is in the business cycle in India on how the reversal of monetary ...

How fast should India grow? Narendra Modi, the prime minister, wants it to gain “rich-country” status by 2047. Two states are often held up as exemplars https://t.co/Y4eaPmh9j0 ...

Tariffs. China tensions. Slowing growth. India faces many challenges, yet one economist says the economy has turned and the next big bull run is not far away.Read more in @menakadoshi 's India Edition newsletter: https://t.co/FkFwaVmZEC https://t.co/VG9V1WS0dL ...

行业发展 - 发展中国家，特别是印度，应该借鉴特定地区的经验 [1]