Beyond Markets Julius Baer

In this monthly China update, our experts review the preliminary impact of the recent key measures announced by Chinese policymakers to stabilise the property market, and if we could see a sustained recovery. The Chinese equity market has also rallied strongly since April, and our experts discuss what it could take to drive a second rally, and the sectors that should perform. They also share their thoughts on how to navigate contradictory Chinese PMI numbers, as well as renewed US-China trade relation tensions.
 
This episode is presented by Richard Tang, China Strategist and Head Research Hong Kong at Julius Baer, with Hong Hao, Partner and Chief Economist at GROW Investment Group.

In this episode of the Week in Markets, we discuss the outlook of interest rates as the key driver for global assets. We propose ideas for putting fresh money to work, discuss the US elections, and China. Last but not least, we feature our latest upgrade in gold. This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong for Bank Julius Baer.

In this week’s episode, Bhaskar Laxminarayan, CIO Asia at Julius Baer, highlights our current view of markets, the “growth scarcity” in equity markets, and why investors need to look beyond the established large cap or Magnificent Seven at quality mid-cap growth names.
 
Please also listen to our previously published episode “Global Quality Mid-Caps – Expand Your Opportunity Set”, where we discuss this theme in greater detail.
Apple Podcasts: https://podcasts.apple.com/us/podcast/global-quality-mid-caps-expand-your-opportunity-set/id1552236298?i=1000655859858 Spotify: https://open.spotify.com/episode/2tgyHhQIv85zcc710dV2rP 

Taylor Swift’s ongoing ‘Eras’ tour, currently making its mark on European cities, has had such an economic impact on some of the locations that it has already toured, that the word Swiftonomics has actually made it into economic parlance. And it’s not just big-name singers getting in on the market-moving act. 2024 will see a host of mega sporting events lining up for our attention too. So just how do these events impact the local economies and the brands that sponsor or support them? Are the only winners the performers, or are others set to benefit?
In this episode of the Beyond Markets podcast, Bernadette Anderko, Investment Writer, talks to Kelly Chia, Deputy Head of Research Asia, and Matt Leighton, Sports Business Journalist, to provide some insight into the real impact of these events and help us uncover just who, aside from the venues and the stars involved, might actually gain from them.

As India's Lok Sabha elections enter the final phases, the nation finds itself amidst strong equity market outperformance and favourable demographic tailwinds. Additionally, India is well-positioned to reap significant benefits from the AI revolution.

Join our Julius Baer experts Mark Matthews, Head of Research Asia and Bhaskar Laxminarayan, CIO Asia, and Head of Investment Management Asia, as they take a pulse check on the current political and market sentiment and examine the economic and investment landscape for India beyond the elections.

In this episode, we examine two key events that moved markets last Friday - China's special ultra-long government bond sale, as well as its surprise announcement of a housing rescue package.

This episode is presented by Magdalene Teo, Head of Fixed Income Research Asia at Julius Baer.