In Conversation with GROW: Are the tables turning?

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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The initial read of the third session of China's 14th National People Congress has been generally in line with economist expectations. Concurrently, ongoing shifts in US policies, especially on tariffs, continue to disrupt the broader macro narrative. Surprisingly, Hong Kong stocks have rallied steadily amidst these developments, whilst US stocks have reacted much more negatively. What is our outlook for these markets, and what does it mean for the US dollar?

This episode is presented by Richard Tang, China Strategist and Head of Research for Hong Kong at Julius Baer, and Hong Hao, Partner and Chief Economist at GROW Investment Group. This episode was recorded on 6 March, 2025.