China Conversations: The post-plenum roadmap

In this episode of the Julius Baer podcast "Beyond Markets," Richard Tang, China strategist and head of research Hong Kong for Bank Julius Baer, interviews Hong Hao, managing partner and CIO of Lotus Asset Management, about the Chinese market. They discuss the implications of the 15th Five-Year Plan, focusing on technology, consumption, and global trade. The conversation covers the US-China trade relationship, China's efforts to develop new markets and technological self-reliance, and the potential impact on investment strategies. They also analyze the market's reaction to recent events and provide insights on gold, silver, and the US dollar, offering trading recommendations and long-term investment perspectives.