China & Goldman Sachs
57 shared events · Importance 8 · Last updated Aug 24, 2026
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Business
China: China's crude imports have slumped, which may limit oil price gains due to demand elasticity and high inventories.
Goldman Sachs: Goldman Sachs issued the forecast, influencing market expectations; its analysis is closely watched by investors.
Jul 21, 2026 · 6 articles
Business
China: China was among the markets where selling was concentrated, as hedge funds unwound AI positions. The impact on Chinese tech stocks may be significant.
Goldman Sachs: Goldman Sachs, through its prime brokerage, reported the record drawdown and noted the largest de-grossing on record. The bank's data highlights the severity of the AI unwind, potentially affecting its prime brokerage revenues.
Jul 30, 2026 · 6 articles
Business
China: As the world's largest oil importer, China's reduced fuel demand and crude oil imports significantly impact global oil prices and supply dynamics. The shift to EVs and public transport, along with a property crisis, contributes to this decline.
Goldman Sachs: Goldman Sachs provided estimates on the drop in gasoline and related product use in China, contributing to the market's understanding of the event.
Jun 11, 2026 · 6 articles
Business
China: China>>>, as the world's largest crude oil buyer, drastically lowered crude imports due to weaker refining activity and lower refined-product exports, contributing to the slowing demand that prompted Saudi Arabia>>>'s price cuts.
Goldman Sachs: Goldman Sachs>>> provided an estimate that global demand fell 4% to 5% in April due to reduced flows through the Strait of Hormuz and weaker consumption in China>>> and Western Europe, offering an analytical perspective on market conditions.
Jun 08, 2026 · 7 articles
Tech
China: China's AI models are gaining global market share, supported by state backing and open-source strategies.
Goldman Sachs: Goldman Sachs noted Chinese AI models are reaching a critical stage for wide adoption, reflecting growing market acceptance.
Jul 25, 2026 · 35 articles
International
China: China's Shanghai Composite fell 2.1%, reflecting regional risk-off sentiment and concerns about global demand.
Goldman Sachs: Goldman Sachs is set to release quarterly results, with investors watching investment banking and trading revenues.
Apr 20, 2026 · 304 articles
International
China: China, as Iran's largest trading partner, quietly used its influence to help find a path toward a ceasefire between the United States and Iran.
Goldman Sachs: Goldman Sachs contributed to the rise of the Dow Jones Industrial Average.
Apr 07, 2026 · 79 articles
International
China: Shanghai Composite declined slightly.
Goldman Sachs: Reportedly executed the U.S. Treasury's euro sale for yen, playing a role in the intervention; its analysts also commented on the yen's outlook.
Jul 30, 2026 · 162 articles
Business
China: China was mentioned as a large economy where AI job creation is evident, but it is not a central focus of the event.
Goldman Sachs: Goldman Sachs published reports and commentary assessing AI's impact on India's labor market, estimating substitution and complementation rates. Its analysis influences market expectations about AI's economic effects.
Jul 29, 2026 · 43 articles
Business
China: Chinese firms contributed to losses for systematic traders due to volatile trading.
Goldman Sachs: Goldman Sachs published a client note detailing hedge fund performance in June and year-to-date, providing key insights into market trends and successful strategies.
Apr 20, 2026 · 9 articles
International
China: China benefits from India-US trade impasse; India seeks tariff advantage over China.
Goldman Sachs: Goldman Sachs raised India's growth forecast, citing improved economic outlook from US-Iran peace deal.
Jul 08, 2026 · 52 articles
International
China: China is a major oil importer affected by supply disruptions. It has suspended strategic reserve purchases and may face higher energy costs.
Goldman Sachs: Goldman Sachs provided forecasts on oil prices, influencing market expectations.
Apr 08, 2026 · 416 articles
Regulatory
China: China's regulatory actions and corporate bans reflect its efforts to control data security and reduce reliance on US AI technologies.
Goldman Sachs: Goldman Sachs imposed limits on Claude Code use, likely due to data security and licensing considerations.
Apr 20, 2026 · 37 articles
Business
China: China's potential to flood the market with cheap memory chips poses a long-term threat to Western memory makers, though it is not an immediate risk.
Goldman Sachs: Goldman Sachs raised its price target on Western Digital — Sandisk to $2,200, reflecting confidence in sustained growth.
Apr 20, 2026 · 95 articles
Business
China: China is mentioned as a location for Standard Chartered's back-office operations, with Shenzhen being one of the corporate offices that could be affected by the job cuts.
Goldman Sachs: Goldman Sachs informed staff of potential job cuts and a hiring slowdown in October as it adopted AI, indicating a similar trend in the broader banking sector.
May 19, 2026 · 57 articles
Business
China: Source of competitive open-weight AI models at lower cost, increasing competitive pressure on Anthropic.
Goldman Sachs: Goldman Sachs is advising Anthropic on its IPO, likely benefiting from substantial underwriting fees and strengthening its franchise in AI-related deals.
Aug 13, 2026 · 68 articles
Business
China: China is the home market for Primavera Capital, which expressed caution on AI valuations.
Goldman Sachs: Goldman Sachs Asset Management is investing in AI infrastructure like liquid cooling and data centers, focusing on less speculative parts of the value chain.
Apr 20, 2026 · 6 articles
International
China: China's factory activity expanded due to stockpiling, but it is also a source of global trade imbalances and faces pressure from G7 nations regarding its industrial policies.
Goldman Sachs: Goldman Sachs analysts predict margin pressure for Europepean STOXX Europe 600-listed companies starting in the second quarter.
May 05, 2026 · 374 articles
International
China: China has welcomed the interim agreement and urged for the swift reopening of the Strait of Hormuz to ensure the stability of global industrial and supply chains. Its foreign minister, Wang Yi, has called for continued efforts towards peace and stability in the Middle East.
Goldman Sachs: Goldman Sachs expects Gulf exports to normalize to pre-war levels by end-July, with crude production recovering by October, providing an outlook on the oil market's recovery post-deal.
Apr 20, 2026 · 302 articles
Domestic
China: China is a focus of potential U.S. sanctions on Iran, and its yuan strengthened to a 3.5-year high.
Goldman Sachs: Analysts commented on the Treasury's move, noting it may not solve structural issues.
Aug 19, 2026 · 127 articles
International
China: China's lackluster economic data, showing stalling factory activity and contracting exports, adds to global economic concerns, though overshadowed by Middle East supply disruptions in the oil market.
Goldman Sachs: Goldman Sachs provided analysis on the downside risks to oil price forecasts due to weak demand in China and Europe, while acknowledging that Middle East supply disruptions could still push prices higher.
May 31, 2026 · 25 articles
International
China: China is a BRICS member; its CIPS system is considered for linking with other domestic payment systems.
Goldman Sachs: Goldman Sachs is Jim O Neill's former employer; mentioned as background.
Apr 20, 2026 · 6 articles
Business
China: AI startups like DeepSeek and Moonshot increase competition; markets impacted.
Goldman Sachs: Rose after beating earnings expectations.
Apr 20, 2026 · 344 articles
Business
China: China is Shein's country of origin and manufacturing base; regulatory scrutiny in China affects its operations, but the IPO is in China — Hong Kong.
Goldman Sachs: Goldman Sachs is a joint sponsor of Shein's IPO, benefiting from advisory fees.
Jul 26, 2026 · 65 articles
International
China: A China-based oil refinery and shipping companies involved in transporting Iranian oil are facing economic sanctions from the United States.
Goldman Sachs: Goldman Sachs raised its oil price forecasts for the fourth quarter, citing reduced output from the Middle East due to the ongoing situation.
Apr 26, 2026 · 590 articles
Domestic
China: The goods trade deficit between the United States and China decreased in April, with both exports and imports declining.
Goldman Sachs: Economists at Goldman Sachs>>> maintained their second-quarter GDP growth estimate.
May 29, 2026 · 17 articles
Business
China: One of the countries with which the U.S. runs a goods trade deficit.
Goldman Sachs: Lowered its GDP growth estimate by 0.2 percentage points to 2.2%.
Jun 26, 2026 · 22 articles
Domestic
China: The economy of China>>> experienced a significant slowdown in April 2026, with industrial output and retail sales missing expectations, indicating weak domestic demand and exposing it to external risks from the Iran war.
Goldman Sachs: Lisheng Wang, an economist at Goldman Sachs>>>, offered a note on the factors contributing to China>>>'s fixed-asset investment decline.
May 18, 2026 · 17 articles
International
China: China called for an end to hostilities and supports Pakistan's mediation. It is concerned about disruptions to trade routes and has economic interests in reopening the Strait of Hormuz.
Goldman Sachs: Goldman Sachs expects Brent to moderate to $80 if Hormuz reopens, but sees upside risks from Red Sea disruptions.
Jul 08, 2026 · 472 articles
Business
China: China is a major market for Apple; strong demand in Q1 2026 helped Apple's sales, but price hikes may dampen future demand.
Goldman Sachs: Goldman Sachs forecasts electricity prices will rise 6% in 2026 and 2027 due to AI data center demand.
Jun 17, 2026 · 199 articles
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