India outperforms global markets in October as investors rotate away from AI stocks: Goldman Sachs

Published 02 Nov 2026, 10:02 IST

What each side is saying

One outlet's own words from each side of the spectrum. Quoted, not summarised.

center · 2 outlets

During October, Indian stocks showcased impressive gains, outshining other Asia-Pacific markets and reflecting a shift in investment focus among traders. IT services made headway, while AI-focused companies lagged behind according to Goldman Sachs. This growth comes after a tough third quarter for…

— The Times of India
right · 2 outlets

Vietnam overtook India to secure the top position in the September 2026 Emerging Markets Tracker, which evaluates 12 major developing economies across seven economic indicators. Vietnam scored 71.8 points, while India ranked second with 65.1 points, followed by China at 63.5 points. Malaysia and…

— ABP Live

RSS excerpt

Indian equities emerged among the best-performing markets globally in October, supported by a shift in investor interest away from AI-sensitive North Asian markets and towards other sectors, according to a report by Goldman Sachs Research.

Coverage arrived over 1 hour — first from The Tribune, latest from ABP Live.

✓ High Corroboration ⚡ Cross-Spectrum Consensus 5 news outlets reporting

Fact-Check & Bias Analysis

Confirmed by multiple independent newsrooms across the political spectrum.

Coverage Bias Distribution

Based on 5 reporting publishers

C 40%

R 60%

Left / Center-Left 0 (0%)

Center 2 (40%)

Center-Right / Right 3 (60%)

Left Blindspot: Little to no coverage from left-leaning outlets.

Compare all reporting outlets (5)

The Tribune Center The Tribune Trust Current article 02 Nov 2026, 10:02 IST

India outperforms global markets in October as investors rotate away from AI stocks: Goldman Sachs

Read full article at The Tribune ↗

ABP Live Center-Right ABP Group 02 Nov 2026, 12:00 IST

India Ranks Second In September Emerging Markets Tracker; China Secures Third Position

Vietnam overtook India to secure the top position in the September 2026 Emerging Markets Tracker, which evaluates 12 major developing economies across seven economic indicators. Vietnam scored 71.8 points, while India ranked second with 65.1 points, followed by China at 63.5 points. Malaysia and…

Compare on Varta → Read at ABP Live ↗

The Times of India Center Bennett, Coleman & Co. 02 Nov 2026, 11:48 IST

India among world's best-markets in October as investors rotate away from AI stocks: Goldman Sachs

During October, Indian stocks showcased impressive gains, outshining other Asia-Pacific markets and reflecting a shift in investment focus among traders. IT services made headway, while AI-focused companies lagged behind according to Goldman Sachs. This growth comes after a tough third quarter for…

Compare on Varta → Read at The Times of India ↗

NDTV Center-Right Adani Group (AMG Media) 02 Nov 2026, 10:50 IST

Ajanta Pharma Q2 Review: Stock Rally Limits Upside Despite Robust Performance, Says Systematix

The brokerage incorporates Ajanta Pharma's quarterly performance into its estimates and expect India to remain a key growth driver, supported by sustained outperformance against IPM, while factoring in normalisation in Africa institutional business.

Compare on Varta → Read at NDTV ↗

The Hindu BusinessLine Center-Right The Hindu Group (Kasturi & Sons) 02 Nov 2026, 10:32 IST

Indian equities outperform Asia-Pacific markets in October as investors shift away from AI stocks

Goldman Sachs Research attributed the market recovery to changing global investment preferences, stronger IT services performance and healthy corporate earnings.

Compare on Varta → Read at The Hindu BusinessLine ↗