Exchanges Podcast Transcripts
Goldman Sachs · 646 episodes with transcripts
In each episode of "Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
Spoken has transcripts of 646 Exchanges episodes, with the speakers named. The newest listed here is from October 13, 2026.
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Latest Exchanges transcripts
Where Chinese Exports Are Gaining the Most Market Share
October 13, 2026
Allison Nathan (0:05)
The U.S.-China trade relationship gets most of the attention. But is that where the most consequential competition is taking place? And what does that mean for companies and investors? I'm Alison Nathan, and this is Goldman Sachs Exchanges.
My guest today, Trina Chen, co-head of Greater China Equity Research at Goldman Sachs, has studied 11 sectors and 40 Chinese and global companies to see where Chinese firms are gaining ground and what that means for competitors and investors. Trina, welcome to the program.
Trina Chen (0:39)
Thank you for having me.
Allison Nathan (0:40)
So, Trina, as I just said, so much of the conversation around Chinese companies going global centers on the U.S.-China relationship, but you actually did a lot of work and mapped out where Chinese companies are gaining share worldwide. What did the picture look like? And first, tell us a little bit about the…
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