China Conversations: The post-plenum roadmap

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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The recent conclusion of China’s Fourth Plenum has shed light on the strategic direction of the 15th Five-Year Plan, highlighting key priorities such as boosting domestic consumption, advancing technological self-reliance, and expanding into new export markets. Following the Plenum, Chinese President Xi also met with US President Trump in South Korea, reaching a mutual agreement to pause key trade escalations for a year.

What do these developments mean for the future of US-China relations, and can Chinese markets continue its bull run in 2026?

This episode is presented by Richard Tang, Head of Research Hong Kong at Julius Baer and Hong Hao, Managing Partner and CIO of Lotus Asset Management Ltd.