The most prestigious law school admissions discussion board in the world.
|
 |
 
|
Why Goldman Sachs is so pessimistic about China
Poast new message in this thread
Date: December 14th, 2025 2:03 PM Author: Dun Fiercely-loyal Step-uncle's House 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/ |
Date: December 14th, 2025 2:06 PM Author: ultramarine area trust fund If something (like China's economy making a comeback) happens to make the price of gas catch up with inflation, that will be the straw that breaks proles' backs and causes ITE2. They literally drive like 40,000k miles a year. $5 gas would Ruin their lives. (http://www.autoadmit.com/thread.php?thread_id=5810199&forum_id=2#49508878) |
 |
Date: December 14th, 2025 2:08 PM Author: Dun Fiercely-loyal Step-uncle's House "their" as in chinks? ljl last i saw 50% of chink cars are EV's now and that was like 1-2 years ago its more now, u ppl r retarded if u think u can break china's back. there economy shld be the envy of the world if birdshits werent such bitter retarded raciss (http://www.autoadmit.com/thread.php?thread_id=5810199&forum_id=2#49508882) |
|
Date: December 14th, 2025 2:11 PM Author: ultramarine area trust fund you're retarded..... I'm talking about the US BIRDSHITS you're such an expert on. they drive endlessly. (http://www.autoadmit.com/thread.php?thread_id=5810199&forum_id=2#49508894) |
|
Date: December 14th, 2025 2:15 PM Author: Dun Fiercely-loyal Step-uncle's House yeah ok, US is furked whne gas prices go up (http://www.autoadmit.com/thread.php?thread_id=5810199&forum_id=2#49508902) |
|
Date: December 14th, 2025 2:07 PM Author: Lemon sanctuary generalized bond 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. |
|
Date: December 14th, 2025 2:09 PM Author: Dun Fiercely-loyal Step-uncle's House china is great because china's leaders are great. what an idiot like trump does over 2-3% of chinas GDP (which is what exports to US were) doesnt matter for shit. china will remain great for decades and decades cause it has a great system with great leaders and great ppl and already has built the greatest civilization the modern world has ever seen and its not even close (http://www.autoadmit.com/thread.php?thread_id=5810199&forum_id=2#49508883) |
|
Date: December 14th, 2025 2:10 PM Author: Lemon sanctuary generalized bond no. America's are just really really bad and don't work for America (http://www.autoadmit.com/thread.php?thread_id=5810199&forum_id=2#49508890) |
|
Date: December 14th, 2025 2:14 PM Author: Dun Fiercely-loyal Step-uncle's House u idiots think the world revolves arnd the US. yes the US is shit run by retards with retarded population but china is great because china is great, it has nothing to do with US and no one cld have ever stopped the rise of china because its fundamentally a great land with great ppl and great party in power and great leaders so stfu benchod (http://www.autoadmit.com/thread.php?thread_id=5810199&forum_id=2#49508901) |
|
Date: December 14th, 2025 2:09 PM Author: odious ocher telephone 6%?! well shucks! that's 1% more than the 30 yr treasury rate! (http://www.autoadmit.com/thread.php?thread_id=5810199&forum_id=2#49508884) |
|
Date: December 14th, 2025 2:10 PM Author: Dun Fiercely-loyal Step-uncle's House ? wtf is ur point
GDP figures factor in inflation u dumb retarded nigga |
|
Date: December 14th, 2025 2:12 PM Author: odious ocher telephone 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.” |
|
Date: December 14th, 2025 2:16 PM Author: Dun Fiercely-loyal Step-uncle's House 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 |