Moving Markets

Recent weeks have seen extreme cross‑asset volatility, with sharp unwinds hitting US and China tech stocks, precious metals and cryptocurrencies. In China, renewed concerns about regulatory scrutiny are weighing on sentiment, even as the case for a stronger renminbi continues to build.

In this episode of Moving Markets: The View Beyond, Richard Tang, Head of Research Hong Kong at Julius Baer, speaks with Hong Hao, Managing Partner and CIO of Lotus Asset Management Ltd., to discuss what the market dislocations mean for investors, and how these cross-asset dynamics may shape positioning in the weeks ahead.

  • (00:30) - The big precious metals selloff
  • (04:04) - Cryptocurrencies – near and long-term outlook
  • (08:13) - Industrial metals remain supported by rising strategic demand
  • (10:36) - China tech – is it time to buy the dip?
  • (13:55) - Defining “value” in China’s rotation
  • (15:32) - Regulatory scrutiny – how worried should investors be?
  • (20:20) - A-shares vs H-shares in the short term?
  • (23:03) - Renminbi strength and outlook

What is Moving Markets?

Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients.

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.