In Conversation with GROW: Round trip in Chinese stock sentiment

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 discuss the recent shift in sentiment around Chinese equities, expected policy changes from the National People's Congress meeting, and the critical factors in solving China's structural challenges. They also examine the implications of a Trump or Harris presidency on China's economy and global supply chains, as well as the outlook for the Chinese Yuan and gold.

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.