How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors
Exchanges26 Apr 2022

How China’s ‘Perfect Storm’ and Economic Headwinds Are Affecting Markets and Investors

As COVID-19 lockdowns in China threaten to further upend supply chains and the global economy, investors are reevaluating their exposure to China. In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Kinger Lau, chief equity strategist in Macro Research, and Hui Shan, Goldman Sachs’ chief China economist, discuss the outlook for China’s economy and the markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(595)

Europe’s Digital Economy: What’s Driving Europe’s Tech Acceleration

Europe’s Digital Economy: What’s Driving Europe’s Tech Acceleration

Innovations in the U.S. and China have largely overshadowed Europe's tech scene. But now, thanks to supportive government policies and a surge of private capital, the sector is set to take off. In our latest Exchanges at Goldman Sachs, Lisa Yang, head of the European Media and Internet Research team, and Alexander Duval, head of Europe Tech Hardware, Semiconductors and Video Games, discuss the drivers behind Europe’s digital acceleration. Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Apr 202224min

How the Russia-Ukraine Crisis is Reshaping the Global Energy Landscape

How the Russia-Ukraine Crisis is Reshaping the Global Energy Landscape

How is Europe weaning itself from Russian oil and gas? In our latest Exchanges at Goldman Sachs, Goldman Sachs Research’s Samantha Dart, senior energy strategist on the commodities team, Alberto Gandolfi, head of the European Utilities Research team, and Michele Della Vigna, head of Natural Resources Research in EMEA, explain the alternatives to — and timing of — Europe’s independence from Russian resources and how these shifts are reshaping the global energy markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Mar 202225min

How Policymakers are Navigating Stagflation Risk

How Policymakers are Navigating Stagflation Risk

In the latest episode of Exchanges at Goldman Sachs, Former President of the Federal Reserve Bank of Boston Eric Rosengren, Vice Chairman of BlackRock Philipp Hildebrand, and Goldman Sachs’ Head of Global Investment Research and Chief Economist Jan Hatzius discuss how policymakers and businesses are navigating the looming risk of stagflation. Learn more about your ad choices. Visit megaphone.fm/adchoices

25 Mar 202216min

Gene Editing: The Future of Genomic Medicine & Biotech Investing

Gene Editing: The Future of Genomic Medicine & Biotech Investing

In the latest episode of Exchanges at Goldman Sachs, Salveen Richter, Lead Analyst for the U.S. Biotechnology Sector in Goldman Sachs Research, explains how new innovations in gene editing are transforming the future of medicine and the greater biotech investment landscape.  Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Mar 202217min

The Next Tech Battleground: Online Gaming & the Metaverse

The Next Tech Battleground: Online Gaming & the Metaverse

In the latest episode of Exchanges at Goldman Sachs, Jung Min, co-COO of Global Technology, Media and Telecom (TMT) and co-head of TMT in Asia Pacific Ex-Japan in Goldman Sachs’ Investment Banking Division, explains the evolution of the gaming industry and why the sector is poised to become the next battleground for big tech. Learn more about your ad choices. Visit megaphone.fm/adchoices

15 Mar 202221min

Raising Capital: How Corporate Financing Strategies Are Evolving

Raising Capital: How Corporate Financing Strategies Are Evolving

In the latest episode of Exchanges at Goldman Sachs, Beth Hammack, Goldman Sachs’ co-head of the Global Financing Group in the Investment Banking Division, explains how tightening financial conditions and volatile markets are affecting companies’ ability to raise capital. Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Mar 202218min

What the Russia-Ukraine Conflict Means for the Global Economy and Markets

What the Russia-Ukraine Conflict Means for the Global Economy and Markets

In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Daan Struyven, senior global economist, Peter Oppenheimer, chief global equity strategist, and Kamakshya Trivedi, co-head of Global Foreign Exchange, Interest Rates and Emerging Markets Strategy Research, discuss the implications of the Russia-Ukraine conflict on global economies, equities and emerging markets.  Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Mar 202227min

What the Fed’s Hawkish Pivot Means for Economic Growth and Markets

What the Fed’s Hawkish Pivot Means for Economic Growth and Markets

In the latest episode of Exchanges at Goldman Sachs, David Mericle, Goldman Sachs Research’s chief U.S. economist, and Brian Friedman, Global Markets Division’s global head of Market Strats, discuss how the hawkish shift in Fed policy is affecting economic growth, markets and investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

22 Feb 202225min

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