Why Goldman Sachs is so pessimistic about China
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Date: December 14th, 2025 2:03 PM Author: AZNgirl in Bondi singin All I Want For Xmas is Jew
Why Goldman Sachs is so optimistic about China
Goldman economists believe China could grow 6% in 2026 as exports defy Trump’s tariffs and property crisis begins to ebb
by William Pesek
November 25, 2025
https://asiatimes.com/2025/11/why-goldman-sachs-is-so-optimistic-about-china/
(http://www.autoadmit.com/thread.php?thread_id=5810199&forum_id=2],#49508873) |
Date: December 14th, 2025 2:07 PM Author: Heil Hitler (TT6)
well ya. Trump folded everytime with them and pushed allies to find more dependable partners (re: China).
MAGA is all about Israel anyways, not America.
(http://www.autoadmit.com/thread.php?thread_id=5810199&forum_id=2],#49508881) |
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Date: December 14th, 2025 2:12 PM Author: theranchman
wtf are u talking about lol so does the 30 yr
Compare it to the risk-free rate
This is the right anchor.
30-year Treasury ≈ 5% nominal
That’s:
Risk-free
Dollar-denominated
Liquid
No political / capital-control risk
So ask the obvious allocator question:
Why take China risk for ~6% nominal growth?
Especially when:
FX risk exists (RMB depreciation)
Equity returns ≠ GDP growth
State intervention caps upside
Capital controls limit exits
From a global capital allocation perspective, 6% China GDP is not screaming “re-rate everything.”
(http://www.autoadmit.com/thread.php?thread_id=5810199&forum_id=2],#49508895) |
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Date: December 14th, 2025 2:16 PM Author: AZNgirl in Bondi singin All I Want For Xmas is Jew
ljl so china shld only grow if it can rerate US bond prices? wtf is this shit u dumb stupid nigga
i was told by anti china media in west that china's economy was in the tank but its growing faster than anyone but fraud and lies asshole india
ODD CASE
(http://www.autoadmit.com/thread.php?thread_id=5810199&forum_id=2],#49508907) |
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