Beyond Markets

In this episode of our monthly China update, Richard Tang, China Strategist and Head Research Hong Kong at Julius Baer, speaks with Hong Hao, Partner and Chief Economist at GROW Investment Group to discuss recent developments in the Chinese market.

The key event last December was the Central Economic Working Conference, which sets the policy direction for this year. How should we interpret the takeaways? What will economic policies look like this year?

After every Central Economic Working Conference, economists look towards the economic targets that could be set during the Two Sessions in March. What are our GDP growth expectations for 2024 and where could the bright spots be?

Market observers are concerned that we may be having a triple dip in the economy. What would be the likelihood of rate cuts or reserve requirement ratio (RRR) cuts to keep deflation at bay? How strong does monetary policy need to be to avoid a liquidity trap like Japan experienced?

Finally, what can policymakers do to restore confidence in the market?

Listen to this episode to gain a deeper understanding of these topics and stay informed about the latest updates for the Chinese market.

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.