In Conversation with GROW: How real are Trump's tariff threats?

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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President-elect Trump has threatened steep tariffs on imports from Mexico, Canada, China, and BRICS economies. Are these bold threats a negotiating tactic, or could they reshape global trade? Our experts discuss the potential impact on China, its domestic policies, stock market, and the Yuan.

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.