Latest Interviews
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Clear all filters- Goldman Sachs28 min
Is China’s rebound for real?
Hui Shan, Kinger Lau, Alison Nathan, Kendra Lau
Goldman Sachs attributes the recent 30% rally in Chinese offshore equities and 15% domestic gain to strong Q1 GDP growth, direct "national team" market intervention, and a strategic policy shift that has successfully priced out fears of a property crash. While investors remain cautious due to pending housing reforms and escalating US tariffs on green technology, analysts project a near-term 10% upside for the CSI 300 index driven by conservative valuations and anticipated earnings improvements in the internet and consumer sectors. The firm maintains a constructive outlook on A-shares over offshore markets, anticipating that domestic policy easing and governance reforms will outpace geopolitical headwinds in the coming months.
- Goldman Sachs33 min
Global transit & trade: in rough waters
Admiral James Stavridis, Tobias Meyer, Alison Nathan, James Stavridis
Admiral James Stavridis warns that maritime risks have reached unprecedented levels due to great power competition, state-sponsored terrorism, and vulnerabilities in undersea internet infrastructure, while Tobias Mayer analyzes supply chain shifts driven by regulatory complexity rather than physical disruptions. Despite Houthi attacks in the Red Sea causing a 10–20% rise in logistics costs, the global shipping fleet remains resilient enough to absorb reroutes without systemic failure as companies adopt omnishoring strategies to diversify assembly locations. Ultimately, the convergence of these geopolitical tensions and evolving trade patterns suggests a future where security coalitions must balance military deterrence against China and Russia while adapting commercial networks to manage increased operational costs and regulatory fragmentation.