As China's leadership implements reforms to increase the country's domestic consumption and reduce dependence on exports, the long-term implications for the global economy are profound.
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Markets Update: Investors Assess U.S.-China Risks
Michael Cassell of Global Markets gives a quick update on how investors are approaching market risks, from US-China tensions to ongoing COVID-19 uncertainty.
Analyzing China’s Consumer Behavior
Michelle Cheng, equity analyst for Goldman Sachs Research, discusses the framework her team is using to analyze consumer behavior in China and the key data points they are focused on to forecast long-term growth across a range of retail categories.
Tracking China’s Economic Recovery
Trina Chen, co-head of Goldman Sachs’ China Equity Research, shares trends she’s seeing in her team’s aggregated demand tracker, which measures recovery in a wide range of industrial and consumer data points.
Takeaways from China’s Economic Data
On the heels of a record low quarterly growth report out of China, the firm’s chief Asia economist Andrew Tilton discusses what the data mean for the country’s growth target and where we’re seeing signs of recovery.
Adm. Timothy J. Keating, USN (Ret.) and Brig. Gen. Robert S. Spalding III, USAF (Ret.)
In this episode of Talks at GS, Admiral Timothy Keating, the former Commander of the US Pacific Command, and Brigadier General Robert S. Spalding III, the former Senior Director for Strategic Planning at the National Security Council, discuss coronavirus and the geopolitical implications for China.
5G’s Future in China
The race to roll out 5G networks is accelerating across the globe, with US-China trade tensions putting equipment makers in the spotlight. For China, the transition to faster wireless should bring a wave of opportunities for technology stocks, from increased semiconductor demand to a surge in consumer device upgrades, says Goldman Sachs Research’s Allen Chang. We sat down with him to learn more about the scope of the opportunity and how trade tensions could impact rollout. Learn More
Hugh Herr, Co-Director of MIT Center for Extreme Bionics
In this episode, filmed at the Builders + Innovators Summit in Asia, MIT Media Lab professor Hugh Herr, who lost his legs in a climbing accident, discusses how technological innovations have altered the future for people with physical disabilities. Watch Video
Tapping China, the World’s Third Largest Bond Market
Earlier this month, Chinese bonds debuted in the benchmark Bloomberg Barclays Global Aggregate Index, an important benchmark for global investors. We sat down with Goldman Sachs Research’s Kenneth Ho and Danny Suwanapruti, who shared their thoughts on the milestone and the opening of China’s capital markets. Learn More
China’s Surrogate Shoppers
Outside traditional retail and e-commerce in China lies a relatively obscure “grey channel” for reaching Chinese consumers: a network of resellers, or “daigou,” who travel across Asia to purchase in-demand products for resale in China. Christine Cho of Goldman Sachs Research explains.Learn More
China’s Growing Sway in Global Equities
Chinese stock markets are getting a boost from the decision by global index provider MSCI to quadruple the weighting of mainland China stocks, known as A-shares, in its benchmarks. We sat down with Kinger Lau, Chief China Strategist of Goldman Sachs Research, and Christina Ma, Head of Greater China Equities of Goldman Sachs Securities, who explained the implications for investors. Learn More
Weijian Shan, Group Chairman and CEO of PAG Group
Chinese business leader Weijian Shan discusses the lessons learned from his exile to the Gobi Desert at age 15, the lasting implications of Mao’s Cultural Revolution and his observations on the US-China relationship. Watch Video
China’s ‘Bumpy Deceleration’
Andrew Tilton of Goldman Sachs Research discusses the “bumpy deceleration” of China’s economy. Listen Now
China Outlook 2019: Testing Resilience
Goldman Sachs Research projects China’s GDP growth will modestly decline in 2019 as policymakers look to balance mounting debt with the risk of another growth slide. Read Report and Watch Video
From Pharmaceuticals to Medical Devices: What to Watch in China’s Healthcare Sector
Goldman Sachs’ Stephanie Hui discusses China’s healthcare sector and where investors are eyeing opportunities. Listen Now
China’s Environmental Initiatives and the Impact on Commodities
China’s environmental initiatives are rippling through the global commodities market. We sat down with Goldman Sachs Research’s Trina Chen who explained why China’s latest policies were a key topic of conversation among the company executives, industry leaders and investors who convened at Goldman Sachs’ Asia Commodities Conference, which was recently held for the first time in Shenzhen. Learn More
China and the Logistics of Everything
China is the world’s largest eCommerce market with more than 140 million parcels shipped each day. Ronald Keung of Goldman Sachs Research explains how a strong logistics supply chain is able to accommodate the nation’s online retail market. Watch Video
“Scale, Sophistication and Global Relevance” – Asia’s Private Equity Market
Asia’s private equity market is reaching a scale the world has never seen before, according to Alison Mass and Brian DeCenzo of the Goldman Sachs Investment Banking Division, who share their impressions from a recent business trip to meet with clients in Asia. Listen Now
Beneath Trade Clouds, China’s Transition Opens Opportunities
Rising trade tensions with the US should not obscure the importance of China’s progress in transforming its economy and opening its markets, says Goldman Sachs Research’s Tim Moe. Listen Now
Rising US-China Trade Concerns: What’s at Stake
The China-US relationship is about more than just trade. While the proposed tariffs on China’s exports into the US represent an effort to correct the trade imbalance between the two countries, what’s just as important is the investment relationship which has expanded in recent years, explains Faryar Shirzad of Goldman Sachs. Watch Video
'Peak Momentum' and a New Phase for Asian Stocks
Tim Moe of Goldman Sachs Research explains why he sees Chinese equities as poised to outperform on the latest episode of our podcast, Exchanges at Goldman Sachs. Listen Now