China Conversations: Does the Hong Kong rally have legs? ...

What this episode covers

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. Subscribe to Moving Markets on Spotify Subscribe to Moving Markets on Apple Podcasts Despite a lacklustre Chinese economy, the Hong Kong stock market has remained very popular, with the Hang Seng Index up 24% year-to-date. Concurrently, the Chinese Mainland A-share market has significantly underperformed the Hong Kong H-share market. What are the reasons behind these disparities in the Chinese stock markets? Does the Hong Kong market have further to run, and what are the sectors that are driving the market? This episode is presented by Richard Tang, Head of Research Hong Kong at Julius Baer, and Hong Hao, Managing Partner and CIO of Lotus Asset Management Ltd.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

Solving for Change MOBIA Technology Innovations Solving for Change welcomes business and technology leaders to share stories of bold business transformation within complex organizations. In an era when technology and markets are changing around businesses, the key to staying competitive is to evolve in response to those changes. MOBIA’s Mike Reeves and Marc LeBlanc investigate business transformation, deconstructing the challenges, ambitions, and market disruptions that drive companies to embark on transformation journeys, and exploring their unique approaches to achieving meaningful outcomes. What sparks leaders to pursue business transformation? How do they overcome the challenges along the way? What are the keys to creating enduring change? Through in-depth conversations with business and technology leaders, Mike and Marc answer these questions and explore how businesses evolve by pulling four key transformation levers: people, process, technology, and culture. Darknet Discussions Darknet Discussions Welcome to "Darknet Discussions," the podcast that gets into the shadows of the internet to bring you the most intriguing, enlightening, and sometimes unsettling stories from the dark web. Hosted by seasoned darknet aficionados, each episode of "Darknet Discussions" explores the intricate dynamics of darknet markets, cybersecurity threats, and the digital underworld. Join us as we interview experts, discuss the latest trends in cybercrime, and shed light on the technologies that operate beneath the surface of everyday internet use. Also, we occasionally go off on a tangent about something completely unrelated. Two Recruiters: Zero Filter Two Recruiters At Two Recruiters: Zero Filter, we're on a mission to demystify the hiring process, share insider tips, and empower you to maneuver through the professional world with confidence. With more than 30 years of combined experience navigating the intricate web of job markets, talent acquisition, and career development, we're here to spill the tea on everything career related. But wait, there’s more! We will dive into many life topics that are interesting to us as well. Get ready for a rollercoaster of insights, stories, and no-holds-barred advice!Join us for conversations that matter – where work, life, and authenticity collide in the most unexpected and rewarding ways. A Sip of Aesthetics For Our Sun Productions Welcome to a sip of aesthetics, the podcast that dives into the world of skincare, aesthetics, and wellness. Join Dr. Adam and expert guests as they explore the latest trends, debunk myths, and share transformative stories of NU Med Spa. Whether you're seeking tips for radiant skin or insights into cutting-edge treatments, each episode will empower you to embrace your beauty from the inside out. Tune in for engaging discussions that go beyond the surface!

Frequently Asked Questions

How long is this episode of Beyond Markets?

This episode is 24 minutes long.

When was this Beyond Markets episode published?

This episode was published on August 6, 2025.

What is this episode about?

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...

Can I download this Beyond Markets episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.