In Conversation with GROW – China's Recent Policy Moves and Market Trends

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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In this monthly China update, our experts analyse recent market movements and their implications for investors. They also discuss China’s property market, the evolving policy framework and its impact on Chinese households, the strengthening of the RMB and resulting currency trades, as well as the latest views on gold and Chinese government bonds.

This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, with Hong Hao, Partner and Chief Economist at GROW Investment Group.