The week in markets - Sentiment swing

In this episode of the week in markets, Richard Tang, Head of Research Hong Kong at Julius Baer, talks about the latest developments in the US and the Chinese markets, where he saw sentiment swinging from one end to another without significant changes in the fundamentals. He suggests investors to focus on the big picture, where US remains to be the core asset while the trade in China will likely extend for a few more months.  He also recommends Asia telecom stocks to income investors given their dividends and defensiveness.  Lastly, regarding the Adani Group saga in India, he argues the stress should be reasonably well contained and that should not develop into a systemic issue.  Julius Baer maintains its overweight on the India market.

Tune in to find out more.

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.