Latest Search
Quote
| Back Zoom + Zoom - | ||||
|
<Research>G Sachs: Shr Mkts May Undergo Short-term Adjustment but Fundamentals Remain Strong; History Shows Geopolitical Shocks Present Opportunities
Recommend 2 Positive 2 Negative 3 |
||||
|
||||
|
According to Goldman Sachs' report, its team currently estimates the average price of Brent crude oil to be USD98 per barrel from March to April, 40% higher than last year's average level, and to fall to USD71 in 4Q26. Although the sharp rise in oil and gas prices negatively impacts economic growth and inflation, the US stock market has only fallen about 4% from its peak, and global indices remain near cyclical highs. Valuations of stock markets in all regions are well above long-term averages, except for the Chinese stock market. Overall, Goldman Sachs believes that the risk of stock market adjustment is increasing, but strong fundamentals can withstand a bear market, and the adjustment is expected to be short-lived. The medium-term outlook is more positive, including resilient earnings and robust balance sheets. Moreover, historical experience shows that geopolitical shocks often present opportunities rather than sustained harm. Even though global attention to renewable energy has somewhat diminished, the war has reinforced the necessity of investing in defense, energy resilience, and reliable electricity, which continues to support the demand for new technologies. AAStocks Financial News |
||||
Copied to Clipboard
 |
||||
