China’s latest stimulus failed to ripple beyond Asian markets on Wednesday with US and European stocks broadly lower as investors pondered central banks’ path of rate cuts and digested housing-market data. Our Head of Research in Hong Kong, Richard Tang, shares his take on the latest policy measures in China and talks about why he thinks Chinese equity markets should continue to do well, while Norbert Ruecker, Head of Economics & Next Generation Research, discusses the implications for the commodity sector.

00:00 Introduction by Helen Freer (Investment Writing)

00:41 Markets wrap-up by Jan Bopp (Investment Writing)

05:38 China stimulus measures: Richard Tang (Head of Research Hong Kong)

10:55 Impact of China stimulus on commodities: Norbert Rücker (Head of Economics & Next Generation Research)

14:52 Closing remarks by Helen Freer (Investment Writing)

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