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In Conversation with GROW - July 2024 Edition

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Manage episode 427850339 series 2908036
Content provided by Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this monthly China update, our experts discuss if the Chinese property market has finally reached a trough, as well how to pre-position for potential tax reforms in the country, particularly consumption tax. They also assess the impact of previous US trade tariffs on China, and explore the relationship between gold and productivity cycle.

This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, with Hong Hao, Partner and Chief Economist at GROW Investment Group.

  continue reading

262 episodes

Artwork
iconShare
 
Manage episode 427850339 series 2908036
Content provided by Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this monthly China update, our experts discuss if the Chinese property market has finally reached a trough, as well how to pre-position for potential tax reforms in the country, particularly consumption tax. They also assess the impact of previous US trade tariffs on China, and explore the relationship between gold and productivity cycle.

This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, with Hong Hao, Partner and Chief Economist at GROW Investment Group.

  continue reading

262 episodes

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