Goldman Sachs CEO predicts: A wave of major mergers and acquisitions will erupt in the United States within two years, and investors' interest in China is increasing.

Goldman Sachs CEO predicts: A wave of major mergers and acquisitions will erupt in the United States within two years, and investors' interest in China is increasing.

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David Solomon, CEO of Goldman Sachs Group, predicts that the United States will experience a shocking wave of large-scale mergers and acquisitions between 2026 and 2027. At the same time, he believes that global investors’ interest in the Chinese market is increasing.

On November 4th, Solomon stated in an interview during the Hong Kong Financial Summit that he believes the current environment is “extremely favorable” for large mergers and acquisitions. He noted that there are “numerous situations requiring significant consolidation.” CEOs are “no longer restricting themselves,” believing they must take action to advance corporate strategic positioning and expand business scale. This shift in mentality is creating favorable conditions for major M&A deals.

Goldman Sachs released record third-quarter revenues in October, with growth in M&A advisory fees being a key driver, which supports Solomon’s optimistic outlook for the M&A market.

Rising Investment Enthusiasm in the Chinese Market

When talking about the Chinese market, Solomon said that after valuations have become increasingly attractive, investor interest in China has increased compared to 12 months ago, and current capital flows are improving China’s IPO market.

During a discussion titled “Market: Trends, Opportunities, and Risks,” Solomon expressed an optimistic outlook for the stock markets in Hong Kong and mainland China. He pointed out that with rising global valuations, many Chinese stocks look “very attractive.”

In the first nine months of this year, the Hong Kong Stock Exchange’s average daily turnover reached HK$256.4 billion (US$33 billion), up 124% compared to the same period last year.Ashley Alder, CEO of the Hong Kong Securities and Futures Commission, said while moderating the discussion that regional markets have grown rapidly this year, with the MSCI Asia-Pacific Index up 20%, led by Hong Kong, mainland China, India, Japan, and Southeast Asia.

Meanwhile, Hong Kong’s IPO market is also making a strong recovery.In the first nine months of this year, IPO financing in Hong Kong surged 220%, with 66 companies raising US$23.27 billion on the Hong Kong Exchange. Contemporary Amperex Technology (CATL), the world’s largest electric vehicle battery manufacturer, completed its US$5.24 billion IPO in May, becoming Hong Kong’s largest IPO this year.The Hong Kong Main Board is expected to reclaim its position as the world’s largest IPO market in 2025.

Risk warning and disclaimerThe market involves risks, and investment should be cautious. This article does not constitute personal investment advice, nor does it take into account the specific investment objectives, financial situation or needs of any particular user. Users should consider whether any opinions, viewpoints, or conclusions in this article are suitable for their individual circumstances. Investment based on this is at your own risk. ```