Goldman only dumps positions if they feel staying in them would continue losing money. To decide to dump US media companies means they had researchers proving that people aren't getting news from the big names anymore and ratings are plummeting, therefore advertising is plummeting and their value falling. That's 1 positive. The other decision to dump chinese tech companies, again, they don't act flippantly, they must have had research prove that people were consciously moving away from chinese branded tech and staying in those companies would only lead to losses. They don't do shitty research because all their own money is on the line. These are good trends.
Goldman only dumps positions if they feel staying in them would continue losing money. To decide to dump US media companies means they had researchers proving that people aren't getting news from the big names anymore and ratings are plummeting, therefore advertising is plummeting and their value falling. That's 1 positive. The other decision to dump chinese tech companies, again, they don't act flippantly, they must have had research prove that people were consciously moving away from chinese branded tech and staying in those companies would only lead to losses. They don't do shitty research because all their own money is on the line. These are good trends.