South Korea & Goldman Sachs
32 shared events · Importance 6 · Last updated Aug 22, 2026
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Business
South Korea: South Korea led the regional selloff in semiconductor stocks, with its benchmark index suffering a sharp decline. The country's tech-heavy market is highly exposed to the AI trade.
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
South Korea: South Korea is expanding its sovereign AI infrastructure through NAVER's AI factory, with Nvidia and Brookfield investing.
Goldman Sachs: Goldman Sachs is a partner and reportedly in talks with investors to structure the financing. The bank aims to create a market for credit backed by Nvidia compute.
Jul 25, 2026 · 81 articles
Tech
South Korea: South Korea's semiconductor manufacturing equipment imports are also cited as a positive indicator, highlighting its importance in the AI hardware supply chain.
Goldman Sachs: Goldman Sachs is the source of the forecast, projecting $1 trillion global AI investment in 2026 and cumulative $1.8 trillion since 2022. Its analysis influences market expectations and investor sentiment toward AI-related sectors.
Aug 16, 2026 · 7 articles
International
South Korea: Reportedly coordinated with Japan in selling dollars to support the won, indicating broader regional cooperation in currency stabilization.
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
South Korea: High retail investor leverage in South Korean markets amplified share-price moves, contributing to hedge fund losses.
Goldman Sachs: Goldman Sachs reported the losses and noted the mass exit from AI trades, highlighting its role as a key source of market intelligence.
Apr 20, 2026 · 6 articles
International
South Korea: South Korea's Kospi plunged 9% as semiconductor stocks collapsed, making it a key barometer of global chip sentiment.
Goldman Sachs: Goldman Sachs is set to release quarterly results, with investors watching investment banking and trading revenues.
Apr 20, 2026 · 304 articles
Business
South Korea: South Korea is mentioned as experiencing a two-tier labor market due to AI, but no specific data is provided.
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
Domestic
South Korea: South Korea's stock market, represented by the KOSPI, is the primary focus of the articles, with economic data releases also mentioned.
Goldman Sachs: Goldman Sachs posted strong gains, contributing to the positive performance of Dow components.
May 28, 2026 · 6 articles
Business
South Korea: A surging South Korean market was a factor in hedge fund trading, contributing to both gains and losses.
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
Business
South Korea: Beneficiary of tax windfall from semiconductor boom; government plans to use revenue for AI and housing.
Goldman Sachs: Published report on hyperscaler AI capex, estimating $5.3 trillion through 2030.
Apr 20, 2026 · 47 articles
Tech
South Korea: South Korea>>> is among the countries whose organizations have been granted access to Anthropic>>>'s Mythos AI model as part of Project Glasswing.
Goldman Sachs: Goldman Sachs>>> is among the banks testing Anthropic>>>'s Mythos AI, with its CEO emphasizing the need for broader information sharing and guardrails for powerful AI models.
May 19, 2026 · 83 articles
International
South Korea: South Korea has increased oil imports from the US and is affected by higher energy costs. Its stock market has seen declines.
Goldman Sachs: Goldman Sachs provided forecasts on oil prices, influencing market expectations.
Apr 08, 2026 · 416 articles
Business
South Korea: KOSPI extremely volatile; dominated by Samsung and SK Hynix.
Goldman Sachs: Rose after beating earnings expectations.
Apr 20, 2026 · 344 articles
International
South Korea: South Korean banks held $6 billion of frozen Iranian funds, which were later transferred to Qatar>>> pending a prisoner release, highlighting its role in the initial fund freezing.
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
International
South Korea: South Korea's stock market experienced a significant drop, and its factory activity expanded at the fastest pace in five years, driven by firms' efforts to secure supplies amidst the Iran war.
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
Domestic
South Korea: Kospi surges 6% on tech rally and Treasury move.
Goldman Sachs: Analysts commented on the Treasury's move, noting it may not solve structural issues.
Aug 19, 2026 · 127 articles
Business
South Korea: Hosts a manufacturing unit, contributing to global operations.
Goldman Sachs: Participated as an anchor investor, potentially benefiting from listing gains.
Aug 17, 2026 · 23 articles
Business
South Korea: South Korea is home to SK Hynix and Samsung, and the government announced a $576 billion chip investment program anchored by these companies.
Goldman Sachs: Goldman Sachs acted as a global coordinator for SK Hynix's ADR offering.
Apr 20, 2026 · 247 articles
Business
South Korea: 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
Business
South Korea: South Korea's Kospi fell 1.8%, indicating a weaker performance in its stock market.
Goldman Sachs: Goldman Sachs saw a 5% gain, contributing to the rally in the banking sector as interest rate pressures eased.
Jun 04, 2026 · 7 articles
Business
South Korea: South Korea is home to memory giants Samsung and SK Hynix, which benefit from higher memory prices.
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
Business
South Korea: South Korea is mentioned as the home country of SK Hynix, whose IPO contributes to the record year for US listings, but it has no direct role in Anthropic's IPO.
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
International
South Korea: South Korea, like Japan>>>, is heavily reliant on energy from the Gulf and has been impacted by the conflict. A peace deal would likely ease its energy supply concerns.
Goldman Sachs: Goldman Sachs provided an analysis of global crude oil stockpiles, indicating the broader market impact of the geopolitical tensions.
May 02, 2026 · 472 articles
Domestic
South Korea: The United States had a goods trade deficit with South Korea in April.
Goldman Sachs: Economists at Goldman Sachs>>> maintained their second-quarter GDP growth estimate.
May 29, 2026 · 17 articles
Business
South Korea: Qualified investors in South Korea might be able to buy SpaceX shares, subject to local eligibility requirements and restrictions.
Goldman Sachs: Goldman Sachs is one of the lead bookrunners for SpaceX's IPO.
Apr 20, 2026 · 457 articles
International
South Korea: South Korean markets rose, with chip stocks gaining.
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
South Korea: Market where Uber acquires Baedal Minjok brand.
Goldman Sachs: Former executive Erica Schwartz co-founded SSW Partners.
Jul 05, 2026 · 46 articles
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