In Conversation with GROW: Chinese consumption – an uneven recovery

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 In the second episode of this monthly podcast series with our China partner GROW Investment Group (GROW), we discuss the uneven recovery of Chinese consumption, the outlook for the property market, the domestic policy outlook and President Biden’s potential investment ban that was reported by the media. Listen to this insightful dialogue between our experts Richard Tang, Head Research Hong Kong at Julius Baer and Hong Hao, Partner and Chief Economist at GROW.