Bloomberg Daybreak: Asia Edition Goldman Sachs CEO David Solomon Talks US-China Relations, Amazon-OpenAI Deal
Nov 4, 2025
David Solomon, the Chairman and CEO of Goldman Sachs, dives into the evolving U.S.-China trade relations and the firm’s strategic vision for China. He discusses the renewed investor interest in the Chinese market and the promising landscape for M&A activity in the U.S. Meanwhile, Brad Bernstein from UBS shares insights on the tech rally sparked by Amazon's massive deal with OpenAI, highlighting the momentum in AI investments and strategies for navigating market conditions. Together, they explore the intersection of tech, finance, and geopolitical trends.
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De-Escalation Eases Business Tensions
- David Solomon welcomes the US-China de-escalation as constructive for business sentiment.
- He says a durable, thoughtful deal is needed and a potential presidential visit could help progress.
Foreign Capital Is Returning, With Limits
- Solomon notes foreign appetite for Chinese assets has recovered from last year's lows.
- He cautions that higher foreign direct investment faces headwinds from geopolitics and trade frictions.
Client Breakfast Illustrates Global Value
- Solomon recounts a breakfast with a Chinese founder who values Goldman Sachs for global access.
- He says clients prize Goldman for access to people, information and capital markets worldwide.