TOPIC

/ company

Goldman Sachs

Goldman Sachs is a New York-based investment banking firm that engages in global investment banking, securities, investment management, and other financial services, primarily with institutional clients. Founded in 1869, the firm is recognised as one of the most prestigious institutions in the world, although its reputation has suffered after the financial sector drew fire since the global financial crisis.

Chairman / President

David Solomon

CEO / Managing Director

David Solomon

CFO / Finance Director

Lloyd Blankfein (Chairman and CEO)

Industry

Banking, Financial services

Website

GoldmanSachs.com

Headquarters address

200 West Street, New York, New York, U.S.

Stock Code

NYSE:GS

Year founded

1869

A billboard showing a home-grown semiconductor chip at the Chinese International Supply Chain Expo in Beijing, June 26, 2026. Photo: Getty Images

Semiconductors

China’s advanced chip deficit to shrink from 92% to 34% by 2035, Goldman says

The increase will be driven by aggressive capacity expansion at SMIC, China’s largest contract chipmaker, as well as improving yields.

24 Aug 2026 - 8:00PM

IPO

Shein seeks to raise up to US$1.76 billion in Hong Kong IPO

24 Aug 2026 - 6:00PMvideocam

Banking & finance

End of the affair? How China and Wall Street, once so close, are drifting apart

23 Aug 2026 - 6:00PM

Alibaba

What’s next for Alibaba as US$56 billion AI spending plan hits halfway mark?

Aggressive spending strains cash, but Alibaba’s AI cloud growth points to strong long-term returns, analysts say.

21 Aug 2026 - 7:24PM

The Alibaba cloud unit’s growth has not yet peaked, according to analysts. Photo: Shutterstock

Wealth management

Goldman Sachs upbeat on wealth outlook despite worries over China’s tax scrutiny

Robust fee growth tipped for Hong Kong, Singapore banks as mainland Chinese clients’ offshore allocations driven by diversification: report.

19 Aug 2026 - 6:00PM

China manufacturing

From solar to AI: why China may be entering its ‘Go Global 3.0’ era

As a new wave of Chinese firms captures global demand for hi-tech goods, a new report highlights a strategic shift towards AI hardware and robotics.

12 Aug 2026 - 8:00PM

Banking & finance

China’s central bank eyes global yuan in first solo 5-year plan in over a decade

The strategy signals Beijing’s push to build a ‘strong central bank’ capable of driving its financial powerhouse ambitions, analyst says.

11 Aug 2026 - 4:16PMvideocam

Beijing’s push for yuan internationalisation is seen as crucial to reducing dependence on US dollar-denominated channels. Photo: Getty Images

IPO

Shein set for Hong Kong IPO next week, eyes US$35b valuation: sources

Singapore-based company, which was founded in China, aims to raise as much as US$2.8 billion and began gauging investor demand last week.

11 Aug 2026 - 2:11PM

Nvidia

Nvidia to team with Wall Street on US$500 billion package for AI projects

Apollo Global Management, Blackstone and Goldman Sachs are among the firms in talks with Nvidia on the deal, the Financial Times reported.

11 Aug 2026 - 4:06AM

Electric & new energy vehicles

Can CATL’s milestone push flying cars closer to a commercial reality in China?

World’s top EV battery maker says aviation pack is ready for mass production after clearing a major safety test.

10 Aug 2026 - 5:55PM

CATL’s subsidiary Autoflight, a drone maker, launched a waterborne vertiport to support the electric vertical take-off and landing (eVTOL) sector in November. Photo: Handout

Banking & finance

China’s panda bond market surges as Goldman Sachs flags limits to yuan expansion

Issuance of yuan-denominated debt surges, including in dim sum bond market, but sustained global use of yuan seen requiring broader access and stronger finance links.

10 Aug 2026 - 3:00PM

Yuan notes are counted at a bank in China’s Jiangsu province. According to a Goldman Sachs analyst, “the current bond-issuance boom is a historic opportunity”. Photo: Reuters

Gold in Hong Kong

Gold’s price potential still ‘explosive’ amid Beijing hoarding

Rising demand from central banks to drive a rebound despite temporary downside pressure from energy and interest rates, Goldman Sachs says.

7 Aug 2026 - 5:17PM

Artificial intelligence

The ‘rice of electronics’: AI boom is fuelling China’s MLCC supply chain

Driven by the insatiable computing needs of global AI infrastructure, the upstream MLCC supply chain is racing to expand capacity.

6 Aug 2026 - 7:30PM

Yuan

China needs a stronger yuan, ‘fiscal boost’ to drive near-term growth: analysts

Rebalancing economy and offsetting a record trade surplus requires targeted stimulus to counter growing global trade barriers, analysts say.

6 Aug 2026 - 4:06PM

Goldman Sachs analysts have weighed in on the strength of China’s yuan. Photo: Shutterstock Images

Hong Kong stock market

As Hong Kong shares react to 20% levy report, investors eye Beijing’s next steps

Prudential, AIA and HSBC slid following report of the insurance levy, though Goldman Sachs says profit fallout may be limited.

6 Aug 2026 - 6:49PM

Banking & finance

The US helped boost the yen. Can China do the same for the Australian dollar?

Currency traders believe Beijing’s economic policies could give the Australian dollar a boost. Analysts say things are more complex in reality.

6 Aug 2026 - 3:18PMvideocam

Artificial intelligence

What triggered Goldman Sachs to lift its China AI revenue forecast by 30%

Bank forecasts a sharp revenue surge after Chinese AI models slash costs, boost capabilities and capture global token share.

5 Aug 2026 - 6:30PM

Commodities

China’s commodities footprint guards against global energy shocks: Goldman Sachs

Analysts at investment bank say Beijing has become de facto ‘volatility arbiter’ for global commodity markets.

4 Aug 2026 - 12:02PMvideocam

China stock market

From property to portfolios: why Chinese families are walking away from homes

While Chinese families grow cautious, South Korean retail investors use record leverage to chase tech ETFs despite mounting risks.

1 Aug 2026 - 9:00AM

Fifa

Infantino forced to scrap World Cup sell-off plan, senior Fifa adviser quits

Fifa president scraps plans to sell off World Cup hours after former Goldman Sachs banker Carlos Cordeiro calls it ‘bad deal for football’.

1 Aug 2026 - 8:51AM

Artificial intelligence

Sudden US AI fund sell-off serves as wake-up call for Chinese tech traders

In July alone, Situational Awareness, which bet heavily on the AI supply chain, reportedly saw its portfolio value plummet 67 per cent.

31 Jul 2026 - 10:30PM

Digital screens display trading numbers on the floor of the New York Stock Exchange (NYSE) on July 23, 2026. Photo: AFP

Artificial intelligence

Video AI: MiniMax challenges ByteDance with low price, open weights

Firm aims to ‘support open-source community’ and a ‘broad range of hardware’, as H3 model bests Seedance 2.0 in some tasks.

31 Jul 2026 - 6:30PM

People walk past the MiniMax booth during the World Artificial Intelligence Conference in Shanghai on July 17. Photo: Reuters

Hong Kong stock market

Zhongji Innolight sees rocky start as shares fall on Hong Kong IPO amid AI sell-off

The Chinese firm completed Hong Kong’s biggest IPO of the year, but its debut comes amid waning investor confidence in AI-related stocks.

31 Jul 2026 - 1:39PM

Artificial intelligence

Exclusive | Chinese AI developers may shift to ‘paid weights’: Goldman Sachs

As use of Chinese artificial intelligence soars, companies will look to boost revenue capture, says bank’s head of Asia internet research.

28 Jul 2026 - 10:02AMvideocam

IPO

Listing spotlight: tariffs drag Shein back into the red ahead of Hong Kong IPO

Tariffs, war and rising costs squeeze company’s margins as IPO looms, testing investor appetite for fast-fashion.

27 Jul 2026 - 11:00AM

Shein’s net revenue edged up 1.1 per cent to US$9.05 billion in the first quarter of 2026. Photo: Reuters

China's economic recovery

China’s income tax revenue soars 13% – but average pay has little to do with it

Local authorities are turning to stricter tax enforcement to shore up mounting budget strains, even as broader income growth lags.

24 Jul 2026 - 10:00AM

A man stands at a crossroads in Lujiazui financial district in Pudong, Shanghai, on March 5, 2021. Photo: Reuters

Artificial intelligence

Opinion | Hong Kong must wake up to the cold hard geopolitics of AI

With AI increasingly being treated as a strategic asset, the city should ensure it has access to the technologies shaping the global finance.

24 Jul 2026 - 9:30AMvideocam

Artificial intelligence

China’s tech firms push beyond hardware to power the global AI boom

China’s AI model developers, optical-module makers and warehouse-robot suppliers are taking different routes to reach global markets.

23 Jul 2026 - 6:00PM

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Goldman Sachs

China’s advanced chip deficit to shrink from 92% to 34% by 2035, Goldman says

The increase will be driven by aggressive capacity expansion at SMIC, China’s largest contract chipmaker, as well as improving yields.

Shein seeks to raise up to US$1.76 billion in Hong Kong IPO

End of the affair? How China and Wall Street, once so close, are drifting apart

What’s next for Alibaba as US$56 billion AI spending plan hits halfway mark?

Aggressive spending strains cash, but Alibaba’s AI cloud growth points to strong long-term returns, analysts say.

Goldman Sachs upbeat on wealth outlook despite worries over China’s tax scrutiny

Robust fee growth tipped for Hong Kong, Singapore banks as mainland Chinese clients’ offshore allocations driven by diversification: report.

From solar to AI: why China may be entering its ‘Go Global 3.0’ era

As a new wave of Chinese firms captures global demand for hi-tech goods, a new report highlights a strategic shift towards AI hardware and robotics.

China’s central bank eyes global yuan in first solo 5-year plan in over a decade

The strategy signals Beijing’s push to build a ‘strong central bank’ capable of driving its financial powerhouse ambitions, analyst says.

Shein set for Hong Kong IPO next week, eyes US$35b valuation: sources

Singapore-based company, which was founded in China, aims to raise as much as US$2.8 billion and began gauging investor demand last week.

Nvidia to team with Wall Street on US$500 billion package for AI projects

Apollo Global Management, Blackstone and Goldman Sachs are among the firms in talks with Nvidia on the deal, the Financial Times reported.

Can CATL’s milestone push flying cars closer to a commercial reality in China?

World’s top EV battery maker says aviation pack is ready for mass production after clearing a major safety test.

China’s panda bond market surges as Goldman Sachs flags limits to yuan expansion

Issuance of yuan-denominated debt surges, including in dim sum bond market, but sustained global use of yuan seen requiring broader access and stronger finance links.

Gold’s price potential still ‘explosive’ amid Beijing hoarding

Rising demand from central banks to drive a rebound despite temporary downside pressure from energy and interest rates, Goldman Sachs says.

The ‘rice of electronics’: AI boom is fuelling China’s MLCC supply chain

Driven by the insatiable computing needs of global AI infrastructure, the upstream MLCC supply chain is racing to expand capacity.

China needs a stronger yuan, ‘fiscal boost’ to drive near-term growth: analysts

Rebalancing economy and offsetting a record trade surplus requires targeted stimulus to counter growing global trade barriers, analysts say.

As Hong Kong shares react to 20% levy report, investors eye Beijing’s next steps

Prudential, AIA and HSBC slid following report of the insurance levy, though Goldman Sachs says profit fallout may be limited.

The US helped boost the yen. Can China do the same for the Australian dollar?

Currency traders believe Beijing’s economic policies could give the Australian dollar a boost. Analysts say things are more complex in reality.

What triggered Goldman Sachs to lift its China AI revenue forecast by 30%

Bank forecasts a sharp revenue surge after Chinese AI models slash costs, boost capabilities and capture global token share.

China’s commodities footprint guards against global energy shocks: Goldman Sachs

Analysts at investment bank say Beijing has become de facto ‘volatility arbiter’ for global commodity markets.

From property to portfolios: why Chinese families are walking away from homes

While Chinese families grow cautious, South Korean retail investors use record leverage to chase tech ETFs despite mounting risks.

Infantino forced to scrap World Cup sell-off plan, senior Fifa adviser quits

Fifa president scraps plans to sell off World Cup hours after former Goldman Sachs banker Carlos Cordeiro calls it ‘bad deal for football’.

Sudden US AI fund sell-off serves as wake-up call for Chinese tech traders

In July alone, Situational Awareness, which bet heavily on the AI supply chain, reportedly saw its portfolio value plummet 67 per cent.

Video AI: MiniMax challenges ByteDance with low price, open weights

Firm aims to ‘support open-source community’ and a ‘broad range of hardware’, as H3 model bests Seedance 2.0 in some tasks.

Zhongji Innolight sees rocky start as shares fall on Hong Kong IPO amid AI sell-off

The Chinese firm completed Hong Kong’s biggest IPO of the year, but its debut comes amid waning investor confidence in AI-related stocks.

.css-1f6sr3w{color:#727272;}Exclusive | Chinese AI developers may shift to ‘paid weights’: Goldman Sachs

As use of Chinese artificial intelligence soars, companies will look to boost revenue capture, says bank’s head of Asia internet research.

Listing spotlight: tariffs drag Shein back into the red ahead of Hong Kong IPO

Tariffs, war and rising costs squeeze company’s margins as IPO looms, testing investor appetite for fast-fashion.

China’s income tax revenue soars 13% – but average pay has little to do with it

Local authorities are turning to stricter tax enforcement to shore up mounting budget strains, even as broader income growth lags.

.css-1pcrwvc{color:#2aa191;}Opinion | Hong Kong must wake up to the cold hard geopolitics of AI

With AI increasingly being treated as a strategic asset, the city should ensure it has access to the technologies shaping the global finance.

China’s tech firms push beyond hardware to power the global AI boom

China’s AI model developers, optical-module makers and warehouse-robot suppliers are taking different routes to reach global markets.

Exclusive | Chinese AI developers may shift to ‘paid weights’: Goldman Sachs

Opinion | Hong Kong must wake up to the cold hard geopolitics of AI