China's Golden Week is often viewed as a pulse check on the health of the world's second-largest economy. This year, the results have reignited debate over consumer confidence, policy stimulus and the outlook for growth. In this episode, we examine what the latest Golden Week trends reveal, while exploring the bigger investment questions around China's property market, technological ambitions, export outlook and the impact of escalating trade tensions.
Richard Tang, China Strategist and Head of Research, Hong Kong at Julius Baer, sits down with Hong Hao, Managing Partner and Chief Investment Officer of Lotus Asset Management, for a wide-ranging discussion on market sentiment, economic recovery and where investors may find the most compelling opportunities in China over the next 6 months.
- (00:28) - What options do policymakers have following weaker Golden Week data?
- (03:51) - Property stimulus and growth outlook
- (09:30) - China's rapid advancements in technological innovation
- (13:40) - Tightening trade restrictions - what's the impact?
- (18:07) - Are investors being overly pessimistic?
- (21:04) - Sectors to watch in the next 6 months
What is Moving Markets?
Moving Markets is the home of podcasts at Julius Baer. Here, our expert teams share concise daily market updates in ‘Moving Markets Daily’ which is complemented by ‘Moving Markets: The View Beyond’, a weekly show dedicated to discussing the context, thematic angles, and investment implications behind key topics shaping the news cycle and conversations among our relationship managers and clients.
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.