logo
episode-header-image
May 2024
27m 58s

Is China’s rebound for real?

GOLDMAN SACHS
About this episode
After better-than-expected economic data kicking off the year, and a blistering start for the equity market, where does China go from here? Goldman Sachs Research’s Hui Shan and Kinger Lau discuss the evolution of China’s economy and capital markets. Learn more about your ad choices. Visit megaphone.fm/adchoices 
Up next
Apr 28
How Warsh Could Shape Fed Policy
How will President Trump’s nominee for the Federal Reserve, Kevin Warsh, shape monetary policy if confirmed as Fed chair? Goldman Sachs’ Rob Kaplan, vice chairman and the former president of the Dallas Fed, shares views on Warsh’s potential approach to monetary policy, the balanc ... Show More
16m 1s
Apr 22
Farallon Capital's Nicolas Giauque on Investing for the Long Term
Managing Partner and CIO Nicolas Giauque of Farallon Capital—a multi-strategy firm founded 40 years ago—talks about the investing opportunities he sees today and his view of the current market environment. This episode was recorded on April 9, 2026. The opinions and views express ... Show More
20m 18s
Apr 16
Apollo's Jim Zelter on the Future of Private Credit
Apollo Global Management President Jim Zelter talks about the unprecedented surge in capital expenditures, the future of private credit, and where he’s seeing investment opportunities around the world. This episode was recorded on March 11, 2026. The opinions and views expressed ... Show More
37m 34s
Recommended Episodes
Aug 2022
China's economic challenge
China, the so-called engine of global growth, seems to be stalling badly right now. The country is facing rising unemployment, falling factory output and a collapsing property market. Plus, a growing number of regular Chinese citizens are complaining that the country's tough anti ... Show More
18m 3s
Aug 2023
The Four Big Structural Forces Holding Back China's Economy
The Chinese economy is in a slump. Industrial production is down. Retail sales are down. The property industry continues to struggle. The People's Bank of China just did a surprise rate cut. So what's driving the decline and what can the government do about it? On this episode of ... Show More
45m 4s
Nov 2022
Is China’s economy in trouble?
Xi Jinping has begun an unprecedented third term as Chinese president, after securing his position at the Communist Party Congress. But key economic data was delayed until after the congress ended. It was lower than government targets, causing Chinese markets to fall. The Chinese ... Show More
23m 49s
Apr 2019
On the Horizon: China’s domestic equity market
Is China still the wildcard in domestic equity markets? Visit jpmorgan.com/institutional/investment-excellence. 
28m 57s
Sep 2022
Robin Xing: Can China’s Economy Stabilize Global Growth?
tail spinning
4m 5s
Jun 2023
Can the global economy withstand higher interest rates?
Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investment officer of Public Investing within Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ... Show More
9m 51s
Oct 2022
Did China miss its chance to fix its economy?
<p>The spotlight is on China as the Communist party’s 20th National Congress takes place this week. At a critical moment when President Xi Jinping prepares to stay on for an unprecedented third term as leader, there’s an important problem: China’s economy is slowing down. The FT’ ... Show More
16m 41s
Apr 2023
Three Bad Omens for the Market? And Big Tech and Hollywood Tackle U.S./China Tensions 4/5/23
<p>Gold is soaring, rates are dropping, and the banks are hitting new lows. Does all this suggest more pain to come for the market? The relationship between Beijing and D.C. taking center stage as lawmakers and execs meet in California. What will come out of the talks and how Chi ... Show More
44m 2s
Listen to millions of songs and podcasts on Anghami