The View Beyond: Making sense of the cross-asset turbulence

The podcast explores the outlook for Chinese markets, global commodities, and cryptocurrencies, featuring Hong Hao, managing partner and CIO of Lotus Asset Management. Hao suggests precious metals, particularly gold and silver, are under-owned and still present investment opportunities despite recent volatility. He anticipates a bottoming out of cryptocurrency around September/October, followed by a potential three-year rise, while cautioning about quantum computing risks. Both Hao and Tang express a positive view on industrial metals like copper and aluminum, driven by AI advancements and strategic autonomy initiatives. Hao favors A-shares over H-shares due to more favorable policies and domestic market dynamics, and anticipates continued appreciation of the Chinese Yuan, bolstering Chinese asset prices.