Beyond Markets

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments.

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The US equity market defied expectations of September seasonal weakness, with the S&P 500 index gaining 4% this month. With the exception of India, many global markets have also seen gains, with US, Hong Kong and Japan up 30% in USD terms since April , Europe up 20%, Korea and Taiwan up 50%.
 
In this episode of The Week in Markets, Richard Tang, Head of Research Hong Kong at Julius Baer, considers if we should ride this momentum in the Chinese equity markets. He examines investor flows and positioning, asset re-allocation trends from domestic retail investors, and recent market pullbacks in the tech and pharmaceutical sectors. He also looks ahead at key fourth quarter events and catalysts to watch – such as the meeting between Presidents Donald Trump and Xi Jinping at the APEC summit, and the Fourth Plenum of the Chinese Communist Party.
 
Richard also highlights Julius Baer’s latest views on Singapore equities, which we have recently upgraded to Overweight. Please also check out our recent episode on the Singapore dollar and equities at the following links:

Apple: https://podcasts.apple.com/us/podcast/singapore-dollar-small-but-mighty/id1552236298?i=1000728312662
Spotify: https://open.spotify.com/episode/0Io10QxFwEkbNQzJNDUpbM?si=rwR9CLdoQISPC79v8SKAGQ

What is Beyond Markets?

Beyond Markets by Julius Baer will no longer be publishing new episodes.
The show continues under a new podcast, Moving Markets, where we will keep delivering timely market perspectives, expert insights, and strategic thinking on global economic and financial developments.
Subscribe to Moving Markets to stay connected with our latest views and analysis.
Spotify: https://open.spotify.com/show/2AYJMvVqqIavsPP7v4YxEs?si=89f4cbc96d574239
Apple Podcast: https://podcasts.apple.com/ch/podcast/moving-markets-daily-news/id1628819647

The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.