Beyond Markets

In Conversation with GROW: Will the China market rally continue after the recent pullback?


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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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In the first episode of this monthly podcast series with our China partner GROW Investment Group (GROW), we discuss our outlook for the China market and consider the impact from recent developments in major sectors (such as property, State-owned enterprises and private enterprises) and on the domestic policy front. Finally we touch upon the wildcard of geopolitical tensions, particularly US-China relations. Listen to this insightful dialogue between our experts Richard Tang, Head of Research at Hong Kong at Julius Baer and Hong Hao, Partner and Chief Economist at GROW.

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