Show Notes
US-China relations are back in the spotlight, with investors watching whether talks between Presidents Trump and Xi can deliver meaningful progress and shift market sentiment. The discussions come as Chinese markets contend with trade uncertainty, tentative policy support and a challenging domestic growth backdrop. In this episode, Richard Tang, Head of Research Hong Kong at Julius Baer, speaks with Hong Hao, Managing Partner and CIO of Lotus Asset Management, about the Trump-Xi talks, the outlook for Chinese equities and property, and sentiment towards Chinese AI stocks. They also discuss the longer-term AI investment story and the impact of rising oil prices and interest rates on global markets.
(00:00) - Trump-Xi talks: Can they deliver for markets?
(01:55) - US, Europe and China: A changing trade landscape
(06:40) - What could drive a year-end rebound in Chinese equities?
(11:17) - Property support: Technical rebound or real recovery?
(16:00) - China AI stocks: Sentiment versus fundamentals
(22:38) - Oil, rates and the global market outlook
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