What Sectors Do You Like the Most?

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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It is one of the most significant economic events of 2023. After nearly three years of the world’s strictest Covid-19 containment measures, China recently reopened its international borders, bidding a final farewell to its zero-Covid-19 policy. But how will China’s decision to end its zero-Covid-19 policy impact our world? Amid concerns of a growth slowdown, the expectation of a recovery in Chinese consumption comes at an opportune moment for the global economy.

In this podcast episode Richard Tang, Head of Research Hong Kong at Julius Baer talks to Hong Hao, Partner and Chief Economist at GROW Investment Group about the impact of China’s reopening on global economies and the implications it may have for investors.