{"id":14102,"date":"2025-09-20T01:52:00","date_gmt":"2025-09-20T01:52:00","guid":{"rendered":"http:\/\/tezgyan.com\/index.php\/2025\/09\/20\/nifty-could-touch-27000-in-a-year-says-goldman-sachs-sunil-koul-markets-news\/"},"modified":"2025-09-20T01:52:00","modified_gmt":"2025-09-20T01:52:00","slug":"nifty-could-touch-27000-in-a-year-says-goldman-sachs-sunil-koul-markets-news","status":"publish","type":"post","link":"https:\/\/tezgyan.com\/index.php\/2025\/09\/20\/nifty-could-touch-27000-in-a-year-says-goldman-sachs-sunil-koul-markets-news\/","title":{"rendered":"Nifty Could Touch 27,000 In A Year, Says Goldman Sachs\u2019 Sunil Koul | Markets News"},"content":{"rendered":"


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Last Updated:<\/span>

Goldman Sachs sees more upside for global equities, including India, according to Sunil Koul, the firm\u2019s Emerging Market Equity Strategist<\/h2>\n
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Nifty<\/p>\n<\/figure>\n

Goldman Sachs sees more upside for global equities, including India, according to Sunil Koul, the firm\u2019s Emerging Market Equity Strategist. \u201cWe do expect markets to go higher. We have a 27,000 target for Nifty on a 12-month basis,” Koul told CNBC-TV18.<\/p>\n

He added that whether the index reaches that level sooner \u2014 by Diwali 2025 or year-end \u2014 remains to be seen.<\/p>\n

On the global backdrop, Koul said: \u201cThe US economy is slowing but avoiding recession. The Fed is cutting rates, and we expect two more this year and another two in 2026. That gives emerging market central banks space to ease policy. The dollar is weakening, making the environment pro-risk. That\u2019s why EM equities, including India, will continue to attract allocations.”<\/p>\n

Uneven sectoral growth in India<\/h3>\n

Koul highlighted that India\u2019s growth remains uneven across sectors. \u201cIndia doesn\u2019t play into the AI story. Consumption is picking up, but credit growth hasn\u2019t accelerated. IT is doing well but remains dependent on the US, where growth is still soft. Consumption is the bright spot, while other sectors may take longer,” he said.<\/p>\n

Goldman Sachs continues to project 11% full-year earnings growth, with scope for upgrades in consumption-driven companies following the GST rate cut. However, Koul noted earnings downgrades in broader markets over the past month.<\/p>\n

India lags EM peers<\/h3>\n

So far in 2025, India has underperformed emerging markets by more than 20% \u2014 its steepest relative underperformance in three decades, Koul pointed out.<\/p>\n

China vs India<\/h3>\n

\u201cChina has performed much better. India\u2019s valuation premium has come down, but for the country to outperform, it will need not just cheaper valuations but stronger growth and earnings,” he said, adding that financials remain well placed to lift the market.<\/p>\n

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Aparna Deb<\/a><\/p>\n

Aparna Deb is a Subeditor and writes for the business vertical of News18.com. She has a nose for news that matters. She is inquisitive and curious about things. Among other things, financial markets, economy, a…Read More<\/span><\/p>\n<\/div>\n<\/div>\n

Aparna Deb is a Subeditor and writes for the business vertical of News18.com. She has a nose for news that matters. She is inquisitive and curious about things. Among other things, financial markets, economy, a… Read More<\/span><\/p>\n<\/div>\n<\/div>\n

Click here<\/a> to add News18 as your preferred news source on Google. Stay updated with all the latest business news, including market trends<\/a>,\u00a0stock updates<\/a>,\u00a0tax<\/a>, IPO,\u00a0banking finance<\/a>, real estate, savings and investments. To Get in-depth analysis, expert opinions, and real-time updates. Also Download the\u00a0News18 App<\/a> to stay updated.<\/span><\/div>\n
First Published:<\/span><\/p>\n
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September 18, 2025, 12:47 IST<\/p>\n<\/div>\n<\/div>\n

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Last Updated:September 18, 2025, 12:47 IST Goldman Sachs sees more upside for global equities, including India, according to Sunil Koul, the firm\u2019s Emerging Market Equity Strategist Nifty Goldman Sachs sees more upside for global equities, including India, according to Sunil Koul, the firm\u2019s Emerging Market Equity Strategist. \u201cWe do expect markets to go higher. We…<\/p>\n","protected":false},"author":1,"featured_media":14103,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[45],"tags":[],"class_list":["post-14102","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business"],"_links":{"self":[{"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/posts\/14102","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/comments?post=14102"}],"version-history":[{"count":0,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/posts\/14102\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/media\/14103"}],"wp:attachment":[{"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/media?parent=14102"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/categories?post=14102"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tezgyan.com\/index.php\/wp-json\/wp\/v2\/tags?post=14102"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}