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02.07.26 - 12:54
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Goldman Sachs baut ETF-Geschäft aus und setzt auf aktive Strategien - ETF-News (Fondscheck)
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Wien (www.fondscheck.de) - Die Fondseinheit der US-Großbank Goldman Sachs will ihr Geschäft mit börsengehandelten Fonds (ETFs) ausbauen und setzt dabei besonders auf aktive Strategien, so die Experten von "FONDS professionell".
Dies habe Bryon Lake, Partner bei Goldman Sachs Asset Management, im Interview mit "FONDS professionell" gesagt, das in Ausgabe 2/2026 erschienen sei. [mehr]...
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02.07.26 - 07:12
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What′s Behind The Plunging Won And Sudden Liquidity Collapse In Korean Markets (ZeroHedge)
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What's Behind The Plunging Won And Sudden Liquidity Collapse In Korean Markets
South Korea's won weakened for a fourth day as overseas investors accelerated their relentless sales of local stocks.
In response, USD/KRW rose 0.1% to 1,552.60, extending its four-day gain to 1.2% (i.e. KRW drop).
According to Barclays, pressure from both resident outflows and more recently in the case of Korea, heavy foreign outflows, could pose further headwinds even as exports performance remains robust and domestic equities extend their bubble.
Let's take a closer look at what's driving the key moves in Korea.
Why was USDKRW higher?
Other than stronger USD, Goldman has been highlighting that rebalancing related equity outflow has been the dominating factor. Equity outflow from Jun 22nd till month-end amounted to US$18bn, bringing total Jun equity outflow to US$30bn. This follows the US$27bn outflow observed in May. As of today, Samsung and Hynix are 32% and 30% of MSCI Korea respectively, which are 7% and...
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01.07.26 - 15:00
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Will Budweiser Brewing′s China sales improve on back of AB InBev′s World Cup sponsorship? (SCMP)
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Subdued demand in China is likely to have weighed on Budweiser Brewing APAC's second-quarter sales, according to analysts, but the ongoing Fifa World Cup might provide a brighter start to the third quarter.
Citing information from investor relations personnel at Belgian beer giant Anheuser-Busch InBev's Asian subsidiary, Goldman Sachs analysts said in a report issued on Monday that Budweiser Brewing believed weak catering traffic remained the biggest headwind in China, with nightlife sales......
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01.07.26 - 14:01
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Goldman Sachs Says Capital Spending Is Powering the Bull Market (Bloomberg)
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The best quarter for stocks in six years ended on a high note, with chipmakers extending their rebound from war-driven lows and signs of economic resilience boosting confidence in corporate earnings. A rally that has added more than $8 trillion to the S&P 500's market value over the past three months gained further momentum as fresh data pointed to strength in both the labor market and consumer sentiment. Goldman Sachs Chief Global Equity Strategist Peter Oppenheimer told Bloomberg that, "for the first time in really a generation," major economies are experiencing a broad-based increase in capital spending. It's a trend that he believes is helping to underpin the current bull market.Goldman Sachs Says Capital Spending Is Powering the Bull Market (Source: Bloomberg)...
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