Goldman Sachs expects India’s economy to grow 6.9% in 2026 with the newly announced US trade deal adding an estimated 20 basis points to annual growth and helping unlock a delayed private investment cycle. The global brokerage forecasts real GDP growth of 6.8% in 2027 as well, arguing that easing financial conditions, healthier balance sheets and reduced trade-related uncertainty could gradually set the stage for a private capex revival in the second half of next year.