Goldman Sachs Forecasts 60% Gain for India AI Infrastructure Stocks

By EC Assets · Published 17 September 2026

Goldman Sachs projects a significant increase for India's AI infrastructure stocks in 2026. The firm anticipates a 60% rise for this sector. Goldman Sachs identified 42 Indian companies as "AI Enablers." Goldman Sachs Group Inc. also recommends buying India's 30-year government bonds. This recommendation follows an easing of inflation expectations. Lower oil prices further reduce fiscal risks for India. The Goldman Sachs India Equity ETF returned 13.77% net of fees during the second quarter of 2026. This performance outpaced MSCI India IMI by 107 basis points. The firm's focus on India's AI infrastructure highlights the growing interest in the country's technology sector. This comes amid broader economic and geopolitical developments. The Strait of Hormuz vessel traffic is running more than 90% below normal levels. This situation has occurred three months into the Iran War. Base chemicals have risen at the fastest pace on record. These developments are impacting Asian markets. This article is intended for informational purposes only. It does not constitute investment advice.