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Goldman Sachs research highlights 2026 as a pivotal growth year across multiple sectors, even as various regions navigate immediate macro headwinds. In the real estate and lodging space, the firm notes that CapitaLand Investment is executing an asset-light transition focused on divestments, while Airbnb is projected to achieve low-double-digit revenue growth driven by international expansion. Within the gaming sector, analysts remain optimistic about long-term catalysts like Wynn Resorts' UAE project, despite recent margin compression in Macau where GGR market share fell. Conversely, the firm has adopted a more cautious stance on Brazilian financials, downgrading BB Seguridade due to a cooling top-line and forecasted earnings contraction. Regarding China’s macro landscape, Goldman Sachs observes a divergence where total social financing beat expectations at RMB 7.22 trillion, yet primary property prices continued to fall by an annualized 5.3% in January. Overall, the research direction points toward tactical navigation of China's property correction while positioning for a recovery in global consumer and fee-based business models by 2026.

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