The View Beyond: Does China’s 2026 rally echo 2015?

The podcast features Richard Tang interviewing Hong Hao about the outlook for the Chinese market, beginning with the impact of U.S. President Trump's policies, particularly tariffs and the potential acquisition of Greenland, on global assets. Hong Hao suggests Trump's actions benefit precious metals due to increased market uncertainties, regardless of whether he succeeds with Greenland. He also notes the U.S. dollar is entering a depreciation phase, leading to money rotation from the U.S. to Asian markets. Turning to China, Hong Hao addresses concerns about regulators tightening margin financing, distinguishing the current situation from the 2015 market crash, and views the IPO activity in Hong Kong positively, despite liquidity diversion. He recommends focusing on metals, AI and tech, and high-dividend yield stocks.