Insights on the global economy, markets and topics related to our business.
Despite weaknesses in South Africa’s economy, improving business confidence and the promise of structural reforms create the potential for higher economic growth rates going forward, according to Goldman Sachs’ Colin Coleman, the firm’s sub-Saharan Africa head, and Kunal Shah and Ryad Yousuf, who are leading the firm’s market-making expansion into South Africa. We talked with them about the evolving macroeconomic and political landscape in South Africa, as well as the opportunities and challenges for investors. Learn More
The energy transition may require up to US$30 trillion investments by 2040 in clean energy infrastructure to limit global warming. In this report, we look at the central and different roles of Big Oils and Utilities in enabling this transition. Read Report
As we hit the year's halfway point, investors are faced with an unusual phenomenon in global markets: riskier assets like equities have rallied alongside their safer peers like bonds and gold. Does this mean the asset classes are sending conflicting signals? Not necessarily, says Goldman Sachs Research’s Christian Mueller-Glissmann. We sat down with him to discuss this apparent disconnect in risk appetite and the outlook for the second half. Learn More
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