In this episode of the Julius Baer podcast "Beyond Markets," Richard Tang interviews Hong Hao about the China market. They discuss the recent rally in the A-share market, addressing concerns about a potential bubble and comparing the current situation to 2015. Hong Hao clarifies a Bloomberg report about Chinese regulators, emphasizing their constructive approach to market growth. The conversation shifts to sector preferences, with a focus on new technology and consumption sectors due to their strong earnings. They also explore indicators for monitoring market peaks, the Renminbi's appreciation, and the outlook for the US dollar. The episode concludes with a discussion on gold, with both Tang and Hao maintaining a bullish stance, citing its role as a hedge against dollar weakness and a store of value amid global economic uncertainties.
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