In Conversation with GROW – February Edition

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, we discuss key questions including - Why is market sentiment so poor and is it comparable to the situation in 2015? Will recent measures to support the market make a difference? What is the outlook for the Chinese property market and high-end manufacturing? And finally, have Chinese government bond yields bottomed?

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

For our listeners who celebrate Lunar New Year, we wish you a happy and prosperous Year of the Dragon!