Investor confidence has been shaken by a regulatory onslaught in China across multiple sectors such as big tech, education, food delivery and property. How should we read recent policy moves? What does this mean for investment portfolios?
In this episode, Mark Matthews, Head of Research Asia Pacific, and Richard Tang, Head of Research Hong Kong, exchange views on recent market developments in the world’s second largest economy.
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Beyond Markets by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.