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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China’s Path to Carbon Neutral: Addressing the Upstream
Trina Chen, co-head of Goldman Sachs’ China Equity Research, discusses China’s plan to reduce emissions from its upstream commodity sectors—which account for more than 10% of the world’s emissions—as part of the country’s pledge to be carbon neutral by 2060.
The Impact of China’s Shrinking Population
With China’s shrinking working-age population expected to have a widespread impact on its economy, we sat down with Goldman Sachs Research’s Maggie Wei, who recently published research analyzing the implications.
The Rising Power of China’s New Consumer Class
With private consumption set to double to $13 trillion by 2030, Goldman Sachs’ Stephanie Hui explains how China’s consumer spending habits are evolving in The Daily Check-In.
The Outlook for China’s Beauty Sector
Christine Cho, equity analyst for Goldman Sachs Research, discusses the resilience of the Chinese beauty market and her outlook for record consumption in 2021.
What’s Ahead for China’s Growth in 2021
More than one year into the pandemic and in the wake of the conclusion of China’s 14th National People’s Congress, investors are focusing on how the country will achieve its announced growth target of 6%. At a recent Goldman Sachs Asset Management Forum session, Prakriti Sofat, a portfolio manager who invests in emerging markets, explained the key economic drivers for China this year.
China Net Zero: The Clean Tech Revolution
Sharmini Chetwode, head of ESG Research in Asia for Goldman Sachs Research, discusses China’s pledge to be carbon neutral by 2060 and the key technologies that will be critical to achieving this target.
China’s New Digital Currency Initiative
Andrew Tilton, chief Asia economist for Goldman Sachs Research, talks about China's new digital currency initiative and its potential implications for consumers, banks and the Chinese economy.
Carbonomics: China Net Zero - The Clean Tech Revolution
China’s pledge to achieve net zero carbon by 2060 represents two-thirds of the c.48% of global emissions from countries that have pledged net zero, and could transform China's economy, starting with the 14th Five-Year Plan.
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
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
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