Beyond Markets The week in markets: is China back in the game?
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, Mark Matthews, Head of Research Asia at Julius Baer, talks among other about China’s reopening, room for more price appreciation in Hong Kong’s Hang Seng index, two strong economic datapoints in the US that suggest if there is a recession next year, it would be a mild one and why we do not expect a recession. Since 1950, December is the month of the year the S&P is most likely to have a positive return, with 1.4% on average.