In this monthly China update, our experts discuss their key takeaways from China’s Third Plenum and Politburo meeting. They also analyse the effect of recent surprise rate cuts, and the so-called “cash for clunkers” program in boosting consumption. They also discuss the Chinese equity market in the context of an ongoing sector rotation in US tech stocks, strengthening of the Japanese Yen, as well as latest developments in the US-China chip dispute.

This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, with Hong Hao, Partner and Chief Economist at GROW Investment Group.