Beyond Markets

The rapid pace of China's stock market rally in August has sparked concerns of a market bubble forming, with local regulators mulling measures to curb stock speculation. Are these concerns warranted, and is the end of the rally near?

The Renminbi, in the meantime, continues to strengthen against the weakening US dollar, and gold has broken out again, making new all-time highs.

Richard Tang, Head of Research Hong Kong at Julius Baer, and Hong Hao, Managing Partner and CIO of Lotus Asset Management Ltd., share their perspectives in this month's edition of China Conversations.

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.