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.
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.
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.
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.
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
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
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
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
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
Goldman Sachs’ Stephanie Hui discusses China’s healthcare sector and where investors are eyeing opportunities. Listen Now
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
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
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