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

As Japanese and South Korean MLCC producers move up the value chain, their Chinese rivals are seeing an opportunity. Photo: Shutterstock

Semiconductors

As East Asia pivots to premium AI servers, China seizes a massive tech gap

The AI server boom is driving demand for advanced multilayer ceramic capacitors, leaving Chinese manufacturers room to expand.

11 Jun 2026 - 11:35AM

Hong Kong stock market

Is Hong Kong losing its tech edge to the mainland’s AI boom?

5 Jun 2026 - 7:00AM

Banking & finance

China’s Tiger Brokers reports strong results amid trading crackdown

2 Jun 2026 - 9:00PM

China stock market

China index reshuffle to entrench tech trades and boost AI rally: brokerages

Shanghai exchange revamp lifts tech weighting and adds chipmakers, signalling policy support and investor confidence.

1 Jun 2026 - 5:00PM

The shake-up is projected to spur US$3.1 billion of inflows into tech hardware and semiconductor makers, according to Goldman Sachs. Photo: Reuters

Yuan

For a yuan in deeper markets, Fed ex-head cites dollar playbook, flags risks

Meanwhile, surging costs are ‘likely to hit US inflation data a bit harder and perhaps longer’ than expected, according to the former central bank official.

28 May 2026 - 10:30PM

Robotics

Alibaba, Tencent lead pivot from chatbots to embodied AI for robotics

Embodied AI and autonomous agents are increasingly viewed by investors as one of the next major growth areas for the sector, UBS says.

28 May 2026 - 7:52PM

China stock market

China’s brokerage crackdown: banks cut forecasts for Futu, Tiger

CCB and Goldman Sachs slash brokerage valuations, profit forecasts after regulatory action on unauthorised cross-border trading.

28 May 2026 - 4:00PM

Artificial intelligence

US banks roll out American AI in Hong Kong despite geopolitical tensions

US AI companies have restricted access for users in Hong Kong and mainland China, forcing banks to navigate a compliance minefield.

28 May 2026 - 2:06PM

China food security

China hog prices, near decade low, seen squeezing profits amid deflation risks

Ministry data reveals nine-month slump in breeding stocks while top-listed companies face big financial hits as rising fuel and grain costs erode margins.

27 May 2026 - 1:00PMvideocam

Yuan

China’s yuan gains ground in global trade with room to grow, Goldman Sachs says

The currency’s use in global trade has grown sharply in recent years but still falls short of China’s economic weight, the bank says.

26 May 2026 - 6:45PM

Top officials have adopted a more proactive tone on the yuan’s global role in recent months, as the country enters its 15th five-year plan period. Photo: Shutterstock

Hong Kong stock market

Hang Seng Index review to boost market capitalisation by 4.5%: analysts

Tencent, BeOne Medicines, Baidu and NetEase may lure fund inflows between US$200 million and US$1 billion, due to index weighting changes.

25 May 2026 - 4:03PMvideocam

Hong Kong regional flag, Chinese flag and HKEX flag fly outside the Exchange Square in Central. Photo: Yik Yeung-man

Stocks

Opinion | Investors in AI-driven bubble risk forgetting painful lessons

AI-driven stock market hype is not independent of what is happening in the rest of the economy.

23 May 2026 - 9:30AMvideocam

Yuan

China’s yuan hits 3-year high as global banks issue bullish forecasts

Beijing has set the yuan at its strongest level against the US dollar since early 2023, with banks projecting further appreciation.

21 May 2026 - 5:38PM

Artificial intelligence

Chinese premier urges faster, broader adoption of AI in advanced manufacturing

Premier Li Qiang says boosting AI-powered manufacturing can help drive new growth for the economy.

20 May 2026 - 10:01AM

Chinese Premier Li Qiang during a tour in Beijing on Monday. Photo: Xinhua

Artificial intelligence

Exclusive | US AI outlay to yield returns despite open-source Chinese rivals: Goldman Sachs

A wave of demand for agentic AI will prove to be a pivotal ‘inflection point’ and vindicate high capital expenditure, Eric Sheridan says.

19 May 2026 - 11:03AM

Eric Sheridan, Goldman Sachs co-head of tech, media and telecoms research. Photo: Jonathan Wong

Artificial intelligence

Chinese tech giants race to dominate AI-powered digital gateways

The integration of agentic AI with sites like Taobao and JD.com is reshaping shopping, but the bigger promise is an agent within WeChat.

18 May 2026 - 12:00PM

China manufacturing

China’s economy ‘weaker than expected’ in April as Iran war headwinds bite

China’s retail sales growth fell to just 0.2 per cent in April, while industrial output and fixed-asset investment softened more than forecast.

18 May 2026 - 11:47AM

Hong Kong property

Mainland Chinese demand for Hong Kong homes grows on yuan gains and rising rents

Purchases climb to a two-year high in April as mainland Chinese buyers pile into new launches, drawn by rental yields and yuan’s strength.

18 May 2026 - 8:30AM

The value of purchases in the first four months of 2026 reached HK$61.6 billion, equal to 45 per cent of last year’s HK$137.9 billion total. Photo: Jelly Tse

US, Israel war on Iran

Hormuz crisis tarnishing copper production, raising costs, Chinese analysts say

China Minmetals Economic Research Institute says disruption of sulphur shipments through strait is having ripple effects on copper production.

14 May 2026 - 8:00PMvideocam

Artificial intelligence

Alibaba, Tencent present a tale of two strategies for AI spending

Alibaba will focus its AI capex on cloud services, while Tencent is prioritising internal demand with its spending.

14 May 2026 - 9:15PM

Malaysia

High stakes, low odds: why Trump pardon is unlikely for 1MDB’s Jho Low

The request appears unlikely to succeed because Low has never appeared in a US court, stood trial or accepted responsibility, analysts say.

14 May 2026 - 3:21PMvideocam

Jho Low poses for a photo at his Jynwel Capital office in Hong Kong on March 11, 2015. Photo: SCMP

2026 Xi-Trump summits

Trump’s trillion-dollar business delegation arrives in China, eager for deals

The 17 American business executives accompanying US president are the wealthiest such delegation to visit the country.

14 May 2026 - 12:26PM

Elon Musk follows Eric and Lara Trump down the stairs from Air Force One after its arrival at Beijing Capital International Airport on Wednesday night. Photo: AP

Malaysia 1MDB scandal

Malaysia’s Jho Low seeking Trump pardon for 1MDB fraud

The fugitive financier is accused of being the architect of a scheme to siphon at least US$4.5 billion from Malaysia’s sovereign wealth fund.

13 May 2026 - 11:41AMvideocam

2026 Xi-Trump summits

Trump’s cadre of CEOs hunts for wins in China, from soybeans to semiconductors

Corporate leaders join this week’s state visit, with a diverse group eyeing market access and stability amid frictions.

12 May 2026 - 11:03PMvideocam

2026 Xi-Trump summits

Trump’s China visit opens door to ‘casual’ networking between business chiefs

Sources say Beijing’s exclusive Capital Club has been reserved for networking opportunities in a ‘less formal’ setting during state visit.

12 May 2026 - 6:37PMvideocam

The Capital Club is one of Beijing’s most exclusive hangouts for business leaders and diplomats. Photo: Handout

2026 Xi-Trump summits

Trump taps Musk, Cook and other leaders for high-stakes China trade mission

Business delegation spanning tech, aviation and finance joins Beijing trip as trade, investment and supply chains top agenda.

13 May 2026 - 3:31AMvideocam

Apple CEO Tim Cook (left) and Tesla CEO Elon Musk and expected to join a delegation of US business leaders travelling with President Donald Trump to China this week. Photo: Getty Images

2026 Xi-Trump summits

‘Not decoupling’: what does US-China trade data signal ahead of Xi-Trump summit?

Declining trade flows come as Trump heads to Beijing – but analyst says US remains dependent on some Chinese goods.

9 May 2026 - 7:00PM

Banking & finance

Wall Street giants lead China-profit surge despite market polarisation

Major investment banks expand market share in China, with Goldman reclaiming the revenue lead while Shengang keeps its asset crown.

8 May 2026 - 8:00PMvideocam

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Goldman Sachs

As East Asia pivots to premium AI servers, China seizes a massive tech gap

The AI server boom is driving demand for advanced multilayer ceramic capacitors, leaving Chinese manufacturers room to expand.

Is Hong Kong losing its tech edge to the mainland’s AI boom?

China’s Tiger Brokers reports strong results amid trading crackdown

China index reshuffle to entrench tech trades and boost AI rally: brokerages

Shanghai exchange revamp lifts tech weighting and adds chipmakers, signalling policy support and investor confidence.

For a yuan in deeper markets, Fed ex-head cites dollar playbook, flags risks

Meanwhile, surging costs are ‘likely to hit US inflation data a bit harder and perhaps longer’ than expected, according to the former central bank official.

Alibaba, Tencent lead pivot from chatbots to embodied AI for robotics

Embodied AI and autonomous agents are increasingly viewed by investors as one of the next major growth areas for the sector, UBS says.

China’s brokerage crackdown: banks cut forecasts for Futu, Tiger

CCB and Goldman Sachs slash brokerage valuations, profit forecasts after regulatory action on unauthorised cross-border trading.

US banks roll out American AI in Hong Kong despite geopolitical tensions

US AI companies have restricted access for users in Hong Kong and mainland China, forcing banks to navigate a compliance minefield.

China hog prices, near decade low, seen squeezing profits amid deflation risks

Ministry data reveals nine-month slump in breeding stocks while top-listed companies face big financial hits as rising fuel and grain costs erode margins.

China’s yuan gains ground in global trade with room to grow, Goldman Sachs says

The currency’s use in global trade has grown sharply in recent years but still falls short of China’s economic weight, the bank says.

Hang Seng Index review to boost market capitalisation by 4.5%: analysts

Tencent, BeOne Medicines, Baidu and NetEase may lure fund inflows between US$200 million and US$1 billion, due to index weighting changes.

.css-1pcrwvc{color:#2aa191;}Opinion | Investors in AI-driven bubble risk forgetting painful lessons

AI-driven stock market hype is not independent of what is happening in the rest of the economy.

China’s yuan hits 3-year high as global banks issue bullish forecasts

Beijing has set the yuan at its strongest level against the US dollar since early 2023, with banks projecting further appreciation.

Chinese premier urges faster, broader adoption of AI in advanced manufacturing

Premier Li Qiang says boosting AI-powered manufacturing can help drive new growth for the economy.

.css-1f6sr3w{color:#727272;}Exclusive | US AI outlay to yield returns despite open-source Chinese rivals: Goldman Sachs

A wave of demand for agentic AI will prove to be a pivotal ‘inflection point’ and vindicate high capital expenditure, Eric Sheridan says.

Chinese tech giants race to dominate AI-powered digital gateways

The integration of agentic AI with sites like Taobao and JD.com is reshaping shopping, but the bigger promise is an agent within WeChat.

China’s economy ‘weaker than expected’ in April as Iran war headwinds bite

China’s retail sales growth fell to just 0.2 per cent in April, while industrial output and fixed-asset investment softened more than forecast.

Mainland Chinese demand for Hong Kong homes grows on yuan gains and rising rents

Purchases climb to a two-year high in April as mainland Chinese buyers pile into new launches, drawn by rental yields and yuan’s strength.

Hormuz crisis tarnishing copper production, raising costs, Chinese analysts say

China Minmetals Economic Research Institute says disruption of sulphur shipments through strait is having ripple effects on copper production.

Alibaba, Tencent present a tale of two strategies for AI spending

Alibaba will focus its AI capex on cloud services, while Tencent is prioritising internal demand with its spending.

High stakes, low odds: why Trump pardon is unlikely for 1MDB’s Jho Low

The request appears unlikely to succeed because Low has never appeared in a US court, stood trial or accepted responsibility, analysts say.

Trump’s trillion-dollar business delegation arrives in China, eager for deals

The 17 American business executives accompanying US president are the wealthiest such delegation to visit the country.

Malaysia’s Jho Low seeking Trump pardon for 1MDB fraud

The fugitive financier is accused of being the architect of a scheme to siphon at least US$4.5 billion from Malaysia’s sovereign wealth fund.

Trump’s cadre of CEOs hunts for wins in China, from soybeans to semiconductors

Corporate leaders join this week’s state visit, with a diverse group eyeing market access and stability amid frictions.

Trump’s China visit opens door to ‘casual’ networking between business chiefs

Sources say Beijing’s exclusive Capital Club has been reserved for networking opportunities in a ‘less formal’ setting during state visit.

Trump taps Musk, Cook and other leaders for high-stakes China trade mission

Business delegation spanning tech, aviation and finance joins Beijing trip as trade, investment and supply chains top agenda.

‘Not decoupling’: what does US-China trade data signal ahead of Xi-Trump summit?

Declining trade flows come as Trump heads to Beijing – but analyst says US remains dependent on some Chinese goods.

Wall Street giants lead China-profit surge despite market polarisation

Major investment banks expand market share in China, with Goldman reclaiming the revenue lead while Shengang keeps its asset crown.

Opinion | Investors in AI-driven bubble risk forgetting painful lessons

Exclusive | US AI outlay to yield returns despite open-source Chinese rivals: Goldman Sachs