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.
Subscribe to Moving Markets on Spotify
Subscribe to Moving Markets on Apple Podcasts
In this episode of The Week in Markets, we discuss on the takeaways of the politburo meeting that just concluded, why we think the Chinese market will range-trade, and what are the thematic and sector ideas. This is a busy week for investors because central banks in the US, Europe and Japan are all meeting this week, while large cap US tech stocks are reporting their earnings. We also give a brief overview of each of the events.
This episode is presented by Richard Tang, China strategist and Head of Research Hong Kong for Julius Baer.
Get every episode summarized
Each time Beyond Markets publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Beyond Markets
Moving Markets – the new home for Beyond Markets content
Beyond Markets
Secular Outlook 2026: A CIO Perspective on the Forces Shaping the Decade Ahead
Beyond Markets
The Week in Markets: Economically-sensitive stock market indices break to new hi...
Beyond Markets
China Conversations: AI momentum and policy tailwinds into 2026
Beyond Markets