Her Eleftherias Kourtali Goldman Sachs maintains its preference for Greek stocks in the emerging markets environment, continuing to estimate that they will note the highest returns in the 12-month horizon, as Greece points out it has the “weapon” of tourism and will stand out this year. It is noted that yesterday HSBC also stated that […]
Tag: Goldman Sachs
Goldman Sachs: What will happen to the European economy if Russia shuts off gas flow?
Gas is one of the many commodities found in the midst of the crossroads of the conflict in Ukraine, and the European economy could be hit if Russia stops exporting. Russian Deputy Prime Minister Alexander Novak has warned that Moscow could suspend exports to Germany and the rest of Europe via the Nord Stream 1 […]
Goldman Sachs: Sees oil at $ 135 a barrel
Goldman Sachs upgraded its Brent price estimates for 2022 and 2023, arguing that the global economy could face “the biggest energy shocks in its history”, given Russia’s central role in global energy supply. Goldman Sachs upgraded estimates for Brent to $ 135 a barrel from 98 previously, and estimates for 2023 to $ 115 a […]
Goldman Sachs: The Impact on the European Economy of SWIFT’s Exclusion of Russia
Her Eleftherias Kourtali The main concern for the EU economy in relation to Russia’s exclusion from SWIFT is the possible retaliation, according to which the Russian government would put pressure on energy exporting companies to reduce their exports to Europe and their production in general. as Goldman Sachs points out in its current analysis. This, […]
Goldman Sachs: Athens Stock Exchange sees 1,175 points – More attractive than S&P 500
Of Eleftheria Kourtali Goldman Sachs sees the largest increase in the general index of the Athens Stock Exchange, in relation to the whole environment of emerging markets, setting the 12-month target at 1,175 points, in a new report examining the valuations of local markets and attractiveness. against the US S&P 500 index. More specifically, as […]
‘Change of regime’ on Wall Street shows a report by Goldman Sachs
Hedge funds in the US are closing massive positions in technology, while they started in 2022 having shifted to cheaper securities more than ever in the last decade, shows a report by Goldman Sachs. In particular, Goldman examined the quarterly listings of 788 hedge funds published on February 15th. As the bank’s analysts typically write […]
The Impact on Markets of a War in Ukraine – Estimates by Goldman Sachs, Deutsche Bank, Morgan Stanley and Capital Economics
Her Eleftherias Kourtali While until recently the main scenario of the big investment houses was that there would be a diplomatic solution to the Ukrainian issue, the latest developments place the conflict in Ukraine as one of the big and possible risks this time. So Capital Economics, Goldman Sachs, Deutsche Bank and Morgan Stanley are […]
Goldman Sachs: Recovery Fund shield against rising borrowing costs in peripheral countries
Her Eleftherias Kourtali The main objective of the Recovery Fund is to improve the European economic outlook by contributing to growth through two channels: supporting the full recovery of the economy and expanding its medium-term potential. Thus, as Goldman Sachs points out in today’s report, the Recovery Fund offers the opportunity to stabilize macroeconomic and […]
Goldman Sachs: Raises target prices for Greek banks – The industry leaves behind risks and moves forward
Her Eleftherias Kourtali Greek banks are at a multi-year turning point, as they leave behind the risks and proceed with the growth, as noted by Goldman Sachs. By 2023 it predicts: (1) that ROTE equity returns will move towards mid-European levels, (2) NPEs will converge to the levels of the EU region and Central and […]
Goldman Sachs: Russia’s invasion of Ukraine will deal bigger blow than Crimea annexation
The blow to stock markets from a possible Russian invasion of Ukraine will be greater than the effects of the annexation of Crimea in 2014. This is what Goldman Sachs’s chief international market strategist Peter Oppenheimer told CNBC. Global stock markets plunged on Monday as fears of a possible Russian invasion intensified, with several countries […]
