China’s Congress: an inflection point?

After over a decade of rapid growth and relative calm, the private credit market has come under pressure as several high-profile defaults, concerns about valuations, and exposure to a software industry vulnerable to AI disruption have fueled a surge in redemption requests. In thi ...  Show more

How is AI changing investment strategies? In this episode, Osman Ali, global co-head of Quantitative Investment Strategies in Goldman Sachs Asset Management, explains the impact that AI is having in the quantitative investment space. To learn more , visit the artificial intellige ...  Show more

At the recent 20th Party Congress in China, policy makers made economic growth a top priority, but what are the roadblocks that may be of concern to global investors?

----- Transcript -----

Welcome to Thoughts on the Market. I'm Robin Xing, Mo ...

Xi Jinping has begun an unprecedented third term as Chinese president, after securing his position at the Communist Party Congress. But key economic data was delayed until after the congress ended. It was lower than government targets, causing Chinese markets to fall. The Chinese ...  Show more

The spotlight is on China as the Communist party’s 20th National Congress takes place this week. At a critical moment when President Xi Jinping prepares to stay on for an unprecedented third term as leader, there’s an important problem: China’s economy is slowing down. The FT’ ...

This week, China released its third quarter GDP figure. At 3.9%, its rate of economic growth is better than many analysts expected, but still significantly short of the 5.5% target the Chinese government had set itself. There was an unprecedented delay in releasing this particula ...  Show more