Emerging Markets Showdown: China vs Latin America

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 episode, our Julius Baer experts take a closer look at the two regions Latin America (LatAm) and China. Should Latin America or China, or perhaps both regions, be part of a long-term allocation in your portfolio?

Find out more about what our experts Esteban Polidura, Head of Americas Advisory & Products, Richard Tang, Head of Research Hong Kong and Cheng Hin Saw, Head of Equities Specialists Asia think.

Our Julius Baer experts kick-off their discussion with an economic outlook for the two regions, explain why inflation is a topic of concern, especially for Latin America, and discuss the various reasons why the two regions are more linked than one would think. Why are both the US and China battling for influence in Latin America is another important question that will be answered. They explore investment opportunities in both regions and shed light on the political landscape in Latin America as the region finds itself at a very important juncture. For China on the other hand regulation for internet companies has made big headlines recently and our experts explain whether they expect the impact to be long lasting. Listen now and find out more.

[01:44] Economic Outlook for LatAm and China

[04.53] Inflation concerns

[09:48] Where are the investment opportunities in both regions?

[16:20] Political landscape in LatAm

[20:21] Regulatory tightening in China