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.
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.
