Goldman Sachs CEO Anticipates U.S. M&A Surge in 2026-2027 Amid Cautious China Interest
Goldman Sachs CEO David Solomon predicts a robust mergers and acquisitions environment for 2026-2027, citing a "tremendous backlog" of consolidation opportunities. U.S. companies are poised to execute long-delayed strategic deals as executive confidence grows. GS shares dipped 0.49% to $785.52 amid the commentary.
Investor appetite for China shows tentative improvement, Solomon noted during a Hong Kong interview, though geopolitical risks continue to temper enthusiasm. Foreign direct investment declines persist, but capital flows are strengthening the IPO pipeline. "Valuations have become more attractive," he observed, while acknowledging full recovery requires clearer global trade dynamics.