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Asia LNG demand rebound may spike Europe gas prices as Goldman warns supply tightness risk

Asia LNG demand rebound may spike Europe gas prices as Goldman warns supply tightness risk

Goldman Sachs warns that early signs of recovery in Asian LNG demand could tighten global supply and shift upside risks to European gas prices. In preliminary May data, Asia LNG imports are running about 4 million tonnes per annum above Goldman’s 225 mtpa forecast, driven by China and South Korea as summer consumption and inventory rebuilding accelerate. The bank notes China imports have surged to a four-week average of 48 mtpa, and the JKM premium has risen, signaling firmer Asian appetite.

Summarised by Beize from a story on The Economic Times on 15 May 2026
Goldman Sachs Offloads Jio Financial Services Shares in 62 Cr Block Deal With Morgan Stanley Buying Entire Lot

Goldman Sachs Offloads Jio Financial Services Shares in 62 Cr Block Deal With Morgan Stanley Buying Entire Lot

Goldman Sachs has sold 26.8 lakh shares of Jio Financial Services in a ₹62 crore block deal, selling at ₹231.45 per share—about a 1.1% discount to the previous day’s price. Morgan Stanley Asia Singapore Pte bought the entire quantity. Despite the large divestment, JFS shares closed up 1.1% at ₹234.20 on the BSE. The move adds to a period of rapid expansion, even as critics question differentiation amid profit decline in Q4 FY26.

Summarised by Beize from a story on Inc42 on 14 May 2026

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Goldman Sachs BDC private credit value slips 3.7% as losses and mark downs rise

Goldman Sachs BDC private credit value slips 3.7% as losses and mark downs rise

Goldman Sachs BDC said its private credit fund’s net asset value per share fell to $12.17 at March-end, down about 3.7% from the prior quarter. The drop followed higher unrealized losses and portfolio mark-downs, with non-accruals rising to 4.7% of amortized-cost loans from 2.8%. The firm argued the moves largely reflect wider market credit spreads, not broad credit deterioration. It also reported $46.5 million in new commitments, $82.8 million in repayments, a 32-cent dividend, and a $75 million buyback plan.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Goldman Sachs exits Jio Financial in Rs 62 crore block deal as Morgan Stanley steps in at Rs 231 per share

Goldman Sachs exits Jio Financial in Rs 62 crore block deal as Morgan Stanley steps in at Rs 231 per share

Jio Financial Services witnessed a block deal on Thursday where Goldman Sachs sold more than 26.75 lakh shares worth Rs 62 crore to Morgan Stanley. The shares were sold via Goldman Sachs Bank Europe SE-ODI at Rs 231.45 each, while Jio Financial ended the day at Rs 234.20 on the BSE. Despite a weak one-year trend and a 14% year-on-year decline in Q4FY26 net profit to Rs 272 crore, the company reported explosive revenue growth and higher AUM and payment volumes.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Goldman Sachs says AI robots will replace tasks not jobs after recent layoffs

Goldman Sachs says AI robots will replace tasks not jobs after recent layoffs

Goldman Sachs’ president John Waldron says the firm is rolling out generative AI “digital agents” to automate work and improve productivity, while insisting recent layoffs aren’t driven by AI. He frames the change as upgrading the “human assembly line,” adding new tech roles even as tasks get automated. The shift is linked to post-COVID adjustments and changing business needs.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Goldman Sachs pushes US Fed rate cuts to December 2026 as Iran war lifts inflation pressures

Goldman Sachs pushes US Fed rate cuts to December 2026 as Iran war lifts inflation pressures

Goldman Sachs has delayed its outlook for U.S. Federal Reserve rate cuts, now forecasting cuts only in December 2026 and March 2027. The bank cites higher energy prices tied to the Iran conflict, which it expects to keep inflation above the Fed’s target for longer. The move signals increased caution as policymakers weigh inflation persistence against cooling growth risks.

Summarised by Beize from a story on The Economic Times on 11 May 2026

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Goldman Sachs flags 12 alpha stocks as $22 billion FII exit spooks markets

Goldman Sachs flags 12 alpha stocks as $22 billion FII exit spooks markets

Goldman Sachs has picked 12 Indian stocks as medium-term alpha plays even as it warns the record $22 billion FII selloff in 2026 could extend further. Foreign investors have already withdrawn more than last year’s full total, driving one of India’s sharpest equity outflows in over two decades. The move comes amid persistent global risk-off sentiment.

Summarised by Beize from a story on The Economic Times on 11 May 2026
Hero MotoCorp shares rise after record Q4 but Goldman flags 16 percent downside risk

Hero MotoCorp shares rise after record Q4 but Goldman flags 16 percent downside risk

Hero MotoCorp shares gained around 2% after the company posted record Q4 FY26 revenue and profit, supported by strong volumes, premium launches and momentum in electric mobility. Still, Goldman Sachs sees potential 16% downside, citing risks around commodity inflation, supply-chain stability and whether FY27 market-share trends can hold despite the improved quarter.

Summarised by Beize from a story on The Economic Times on 6 May 2026
Anthropic partners with Blackstone and Goldman Sachs to launch an AI services company around Claude

Anthropic partners with Blackstone and Goldman Sachs to launch an AI services company around Claude

Anthropic, best known for its Claude AI, is reportedly setting up a dedicated AI services company. The move comes in collaboration with major financial players Blackstone and Goldman Sachs, signaling a push beyond selling models toward delivering hands-on AI solutions for businesses. The announcement suggests the new venture will focus on scaling deployments and support for enterprise customers.

Summarised by Beize from a story on Office Chai on 5 May 2026
Goldman Sachs bans Hong Kong bankers from using Anthropic AI models FT reports

Goldman Sachs bans Hong Kong bankers from using Anthropic AI models FT reports

Goldman Sachs has reportedly barred its Hong Kong bankers from using Anthropic’s AI models, according to the Financial Times citing people familiar with the matter. The move highlights growing corporate caution around external AI tools and data handling, especially in regulated financial environments where model access can carry compliance and security implications.

Summarised by Beize from a story on The Economic Times on 29 Apr 2026

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Goldman warns AI fears are reshaping US investors long term growth bets

Goldman warns AI fears are reshaping US investors long term growth bets

Goldman Sachs analysts say worries that AI could weaken long-term U.S. corporate growth are reviving questions about how much today’s stock valuations depend on profits expected far beyond the next decade. The focus is especially on software companies, where expectations extending to long run growth are now facing tighter scrutiny, shifting how investors frame risk and opportunity.

Summarised by Beize from a story on The Economic Times on 28 Apr 2026
Reliance target jumps to Rs 1910 as Goldman and others spot hidden upside after a 13% dip

Reliance target jumps to Rs 1910 as Goldman and others spot hidden upside after a 13% dip

Reliance Industries is back in focus as multiple global brokerages lift price targets, even after the stock dipped about 13%. Goldman Sachs’ latest raise to Rs 1,910 highlights optimism around a recovery in the oil-to-chemicals business, expectations for the Jio IPO, and Reliance’s integrated downstream strengths in a market that’s tightening.

Summarised by Beize from a story on The Economic Times on 28 Apr 2026
Oil Prices Surge Again as Iran Talks Stall and Hormuz Bottleneck Tightens

Oil Prices Surge Again as Iran Talks Stall and Hormuz Bottleneck Tightens

Global oil prices jumped nearly 2% after U.S.-Iran peace talks faltered, raising fresh fears of tight supply. With shipments through the Strait of Hormuz still restricted, analysts say disruptions could drive crude toward $150 per barrel. Goldman Sachs has also lifted its fourth-quarter outlook, signaling higher costs may persist.

Summarised by Beize from a story on The Economic Times on 27 Apr 2026
Gulf oil output could bounce back in months after Hormuz reopens Goldman Sachs warns recovery remains uncertain

Gulf oil output could bounce back in months after Hormuz reopens Goldman Sachs warns recovery remains uncertain

Goldman Sachs says Gulf crude output may rebound quickly once the Strait of Hormuz reopens, with a possible recovery within months. Still, a full return to pre-war levels could take longer as ramp-up depends on pipeline capacity, available tankers, and field workovers. A longer closure could also cause lasting “capacity scarring,” delaying normalization.

Summarised by Beize from a story on The Economic Times on 25 Apr 2026

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Goldman Sachs promotes 49 Indians to managing director in its biggest India class ever

Goldman Sachs promotes 49 Indians to managing director in its biggest India class ever

Goldman Sachs says it has named a record 49 employees in India as managing directors in 2025, up from 35 in 2023. The firm points to expanding opportunities and growing investment in India, with Bengaluru emerging as the biggest driver of the promotions as a global technology hub.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
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