China Conversations: Market surge triggers bubble concerns

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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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.