About this episode
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 examine the factors that drove the recent rally in the Hong Kong stock markets and the outlook ahead for the Chinese economy following encouraging PMI trends. They also look ahead to the upcoming Politburo meeting, and weigh the consequences of a stronger and weaker Chinese Yuan.
This episode is presented by Richard Tang, China Strategist and Head Research Hong Kong at Julius Baer with Hong Hao, Partner and Chief Economist at GROW Investment Group.
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