In Conversation with GROW: August 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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After the recent Politbuero meeting we see policy easing finally picking up. The market is most focused on the housing policy right now, given that the line “homes are for living, not for speculation” has been removed from the Politbuero meeting statement. But what is more interesting, is that for the first time, policymakers acknowledge the changes in the demand-supply dynamics in the Chinese housing market, and the need for more flexible policies.

We ask our guest speaker Hong Hao, Partner and Chief Economist at GROW Investment Group (GROW), among other, how challenging the business environment is for small and medium enterprises (SMEs) and what policy help they would need. When considering China policy and the economic outlook, the US policy rate and other factors, should we expect the RMB to rebound further? And with regards to the stock market, will most of the opportunities be in specific themes or sectors in the second half of the year and what are some guiding principles for investors? Find out more in this episode of our monthly podcast series with our China partner GROW and Richard Tang, China Strategist and Head Research Hong Kong at Julius Baer.