The Week in Markets: Japan slides, China bounces

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 episode of The Week in Markets, we discuss the newly elected Japan Prime Minister and the market response, as well as how his potential policies affect our investment thesis in Japan equities. For the Chinese market, we share a few data points on how strong inflows have been, why we think the tactical rally may extend and what this means for investors.

This episode is presented by Richard Tang, the China strategist and Head of Research Hong Kong for Julius Baer.