6 h. ago China’s ‘slow bull market’ is developing momentum as Goldman Sachs joins the party

China’s ‘slow bull market’ is developing momentum as Goldman Sachs joins the party  MarketWatch

Politics

13 h. ago Goldman Sachs Sees 30% Upside for Chinese Stocks Through 2027

Goldman Sachs Sees 30% Upside for Chinese Stocks Through 2027  Bloomberg

Politics

31 h. ago Major foreign banks raise China’s GDP forecast, annual target seen as ‘on track’

Several major banks forecast stronger economic growth for China this year, buoyed by third-quarter data showing slightly better-than-expected expansion despite domestic and external headwinds. Investment bank Goldman Sachs raised its full-year gross domestic product forecast for 2025 from 4.8 per cent to 4.9 per cent, noting that the government’s target of “around 5 per cent” remains “largely on track”. The bank also revised its estimate for 2026, up slightly from 4.2 per cent to 4.3 per cent,...

Events

31 h. ago Overseas banks raise China GDP forecasts, say Beijing ‘on track’ for 2025 target

Several major banks forecast stronger economic growth for China this year, buoyed by third-quarter data showing slightly better-than-expected expansion despite domestic and external headwinds. Investment bank Goldman Sachs raised its full-year gross domestic product forecast for 2025 from 4.8 per cent to 4.9 per cent, noting that the government’s target of “around 5 per cent” remains “largely on track”. The bank also revised its estimate for 2026, up slightly from 4.2 per cent to 4.3 per cent,...

Events

34 h. ago China's economy is struggling, but its homegrown companies are dominating abroad, Goldman Sachs says

China's economy is struggling, but its homegrown companies are dominating abroad, Goldman Sachs says  businessinsider.com

Politics

60 h. ago China’s 'very strong' rare earths leverage set to endure, says Goldman Sachs

China’s 'very strong' rare earths leverage set to endure, says Goldman Sachs  investingLive

Politics

5 d. ago Turbulent Japanese politics could slow progress with China, South Korea: analysts

Japan’s unstable political landscape is expected to cast doubt over its diplomatic commitments and could hinder progress in its trilateral summit with China and South Korea, analysts have observed. Uncertainties are mounting as the path to the Japanese premiership for recently elected Liberal Democratic Party leader Sanae Takaichi has been complicated by the abrupt exit of the LDP’s junior coalition partner, Komeito. Takaichi, aiming to be Japan’s first female prime minister, remains short of...

Politics

8 d. ago Hong Kong MTR Corp CEO Jacob Kam named as next chairman of rail giant

The CEO of Hong Kong’s MTR Corporation, Jacob Kam Chak-pui, will take the reins as chairman from January next year, tasked with leading the rail giant with added momentum to boost the city’s development and integration with mainland China. The government, the company’s majority shareholder with a stake of about 75 per cent, announced his promotion on Tuesday, saying Kam, 63, would succeed Rex Auyeung Pak-kuen, 73, for a three-year term until the end of 2028. Secretary for Transport and Logistics...

Politics

8 d. ago US treasury secretary accuses Beijing of trying to damage global economy; profits jump at Goldman Sachs and JP Morgan – business live

US treasury secretary accuses Beijing of trying to damage global economy; profits jump at Goldman Sachs and JP Morgan – business live  The Guardian

Economics

9 d. ago China stocks rally to stay on course amid new Trump tariffs threat: Soochow

This year’s intense rally in Chinese stocks will not change course in spite of concerns about a revived trade war between the world’s two largest economies, according to Soochow Securities. The foundation of this round of the global bull market is a weakening US dollar, said Chen Li, CEO and chief global economist at Soochow Securities (Hong Kong), on the sidelines of the firm’s third capital market strategy meeting in Hong Kong on Monday. Chen’s assessment comes as Chinese stocks slumped on...

Politics

1 week ago Trump just celebrated the bull market's third birthday by wiping 2% off the S&P 500, lashing out at China over the great rare earths tug of war

Trump just celebrated the bull market's third birthday by wiping 2% off the S&P 500, lashing out at China over the great rare earths tug of war  Fortune

Politics

1 week ago Trump lashes out at China over the great rare earths tug of war, wiping 2.7% off the S&P 500 on the bull market’s third birthday

Trump lashes out at China over the great rare earths tug of war, wiping 2.7% off the S&P 500 on the bull market’s third birthday  Fortune

Politics

2 w. ago BofA forecasts China’s Q3 GDP growth to slow to 4.5% on high base effect

BofA forecasts China’s Q3 GDP growth to slow to 4.5% on high base effect  Investing.com

Politics

2 w. ago Why China’s ‘slow’ bull market could turn into a stampede, according to strategist

Why China’s ‘slow’ bull market could turn into a stampede, according to strategist  MarketWatch

Politics

2 w. ago China Ditching European Telecom Tech, EU Slow to Respond: FT

China Ditching European Telecom Tech, EU Slow to Respond: FT  Asia Financial

Politics

3 w. ago Trump Administration Tightens Export Controls To Slow China's Tech Race—Experts Hail 'Massive Change'

Trump Administration Tightens Export Controls To Slow China's Tech Race—Experts Hail 'Massive Change'  AOL.com

Politics

3 w. ago China rate cuts likely in fourth quarter amid growth concerns: Goldman Sachs

China’s central bank appears increasingly likely to ease its monetary stance in the fourth quarter, according to Goldman Sachs, as economic momentum slows and policymakers face mounting pressure to support growth. The forecast includes a 10-basis-point policy rate cut and a 50-basis-point reduction in the reserve requirement ratio, which could come as year-on-year growth slows sharply towards 4 per cent from a high base last year, a note released on Saturday said. “But the data-dependent nature...

Politics

3 w. ago Goldman Sachs: China leaning on exports to counter deflation

Goldman Sachs: China leaning on exports to counter deflation  MSN

Politics

3 w. ago China’s state buyers buttress stock run with US$553 billion in holdings

China’s state buyers have emerged as one of the biggest groups of investors in the nation’s US$12 trillion stock market, underscoring how government support underpins the market’s bull run. Dubbed the national team and led by Central Huijin Investment, state buyers held a combined 3.94 trillion yuan (US$553.1 billion) of yuan-denominated stocks as of the end of June, surpassing the 3.07 trillion yuan held by foreign investors, according to data compiled by Huaxi Securities. State buyers’...

Economics

4 w. ago Hong Kong bankers pack luxury hotels near offices for typhoon trading

Hong Kong’s bankers and traders hunkered down at home or booked hotels near their offices as Super Typhoon Ragasa descended on the Asian financial hub. The big international banks, including Goldman Sachs, Morgan Stanley and HSBC Holdings, told most employees to work from home before the typhoon unleashed a deluge of rain and sustained winds of up to 195 kilometres (121 miles) per hour early on Wednesday. Ragasa marked the biggest test yet for a change implemented last year by the Hong Kong...

Society