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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In addition to the typical seasonal tailwinds from the Chinese New Year, three key factors are also driving the recent rally in Chinese equity markets: the better-than-feared impact of US President Donald Trump’s trade tariffs, growing domestic optimism following the release of China’s DeepSeek AI, and rising policy expectations ahead of the National People’s Congress in March.

Join Richard Tang, China Strategist and Head of Research for Hong Kong at Julius Baer, and Hong Hao, Partner and Chief Economist at GROW Investment Group, as they dive each of these key developments shaping China's market landscape.

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.