Beyond Markets

In this monthly China update, our experts discuss their key takeaways from China’s Third Plenum and Politburo meeting. They also analyse the effect of recent surprise rate cuts, and the so-called “cash for clunkers” program in boosting consumption. They also discuss the Chinese equity market in the context of an ongoing sector rotation in US tech stocks, strengthening of the Japanese Yen, as well as latest developments in the US-China chip dispute.

This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, with Hong Hao, Partner and Chief Economist at GROW Investment Group.

What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
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.