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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Golden Week has just wrapped, offering a timely snapshot of China’s consumer sentiment. Travel volumes surged, but spending data remained subdued, highlighting the limits of short-term stimulus and reinforcing calls for deeper structural reform.
Amidst this backdrop, China’s stock market continues to rally, prompting fresh questions: Can momentum broaden beyond tech? Will long-awaited social reforms finally shift the consumption narrative? And what does a weakening US dollar mean for global asset allocation?
Richard Tang, Head of Research Hong Kong at Julius Baer, and Hong Hao, Managing Partner and CIO of Lotus Asset Management Ltd., return to unpack the macro forces behind the rally, the outlook for the 15th Five-Year Plan, and why gold and silver are stealing the spotlight in 2025.
This episode was recorded on 8 October 2025.

What is Beyond Markets?

Beyond Markets by Julius Baer will no longer be publishing new episodes.
The show continues under a new podcast, Moving Markets, where we will keep delivering timely market perspectives, expert insights, and strategic thinking on global economic and financial developments.
Subscribe to Moving Markets to stay connected with our latest views and analysis.
Spotify: https://open.spotify.com/show/2AYJMvVqqIavsPP7v4YxEs?si=89f4cbc96d574239
Apple Podcast: https://podcasts.apple.com/ch/podcast/moving-markets-daily-news/id1628819647

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.