Macroeconomic Insights

China in Transition

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.

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.

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Investing in the US-China Relationship

Chairman and CEO Lloyd Blankfein discusses the benefits of the agreement Goldman Sachs signed this week with China to target $5 billion in commitments to invest in American manufacturing, consumer and healthcare companies.

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Quick Take on…China’s Innovation Economy

Harvey Schwartz, president and co-chief operating officer of Goldman Sachs, discusses the economic transformation underway in China, fueled by the rapid pace of technological adoption by consumers, the rise of a new generation of entrepreneurs and the continued opening of China’s capital markets.

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China’s Grand Opening

With inclusion in MSCI equity benchmarks and the opening of “Bond Connect,” China has taken two more steps along what Goldman Sachs Research’s Tim Moe considers a “clear, inexorable” path to wider integration in global portfolios.

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China: Confidence on the Rise

Following a recent trip to Beijing, Goldman Sachs Chairman and CEO Lloyd C. Blankfein discusses his impressions of the mood in China and why he believes it is one of confidence, stability and “a sense of place in the world.”

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Finding Growth in China

Stephanie Hui, head of our Merchant Banking Division in Asia Pacific Ex-Japan, discusses the momentum behind promising growth areas in China, including healthcare, technology, media and telecom and overall consumer spending.

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Chinese Corporations: Navigating Economic Headwinds

Kate Richdale of Goldman Sachs’ Investment Banking Division explains that despite China’s economic headwinds and concerns about US policy, its corporations have managed to stay strong, in part by raising debt offshore and deploying cross-border M&A strategies.

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China's Stock Connect

Kinger Lau, chief China strategist for Goldman Sachs Research, discusses how the expansion of China’s Stock Connect program to Shenzhen widens international access to fast-growing `New China’ companies in sectors such as technology, health care, e-commerce and entertainment.

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Walled In: China’s Great Dilemma

According to the Investment Strategy Group within Private Wealth Management, China’s debt burden, the inevitable rebalancing of the economy, unfavorable demographics, structural fault lines and the weight of history will bear down on its growth rates.

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