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.
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Jul 21
US Midyear Outlook: Geopolitical Shocks, the New Fed Era, and Growth
As a newly installed chairman takes the helm of the Federal Reserve, US monetary policy remains uncertain amid a soft inflation print and escalating tensions in the Middle East. David Mericle, chief US economist in Goldman Sachs Research, forecasts the Fed to keep interest rates ... Show More
18m 24s
Jul 15
The Growth of the Space Industry
Falling launch costs, innovations, and AI are fuelling a space economy that could reach $1 trillion by the 2040s, according to Michael Tarulli and Erik Sparks in Goldman Sachs Investment Banking. The key driver: launch costs have plunged sharply, opening up access to space and en ... Show More
16m 34s
Jan 2023
Are Markets Too Optimistic Ahead of Tomorrow’s CPI Report? And Will China Come to the Rescue of the Global Economy 1/11/23
Markets rallied again on Wednesday, with the Nasdaq putting in its longest win streak since early September. But will the gains hold if inflation comes in hotter than expected tomorrow? Plus, as China reopens and unleashes millions of potential consumers back into the world, can ... Show More
43m 55s
Oct 2025
Can the China Rally Continue?
What’s driving Chinese equity markets higher, and are there better opportunities across the emerging markets landscape at this point? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Chris Hussey on the Goldman Sachs trading floor. Re ... Show More
8m 22s
May 2025
Why emerging markets could keep rallying
What’s driving the bounce in emerging market equities, and could we be witnessing the start of a sustained bullish run? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses with Mike Washington on the Goldman Sachs trading floor. This episode ... Show More
9m 14s
Mar 2025
What's Driving Volatility in Chinese Tech Stocks?
On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after se ... Show More
20m 57s