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Julius Baer pivots China strategy to robotics and policy bets

By Stanley Yupu Li , senior reporter | 23 January 2026 | 5 minutes read
Julius Baer’s Richard Tang is optimistic about China’s robotics sector. Pictured: Chongqing, China – 5 September 2025: Humanoid robots made by Unitree play football during the World Smart Industry Expo 2025. Credit: Shutterstock

After riding the AI growth wave of 2025, Julius Baer is eyeing broader opportunities in China, hoping that the country’s next policy moves will provide longer-term fixes to consumer and property sectors. “It’s not an overstatement to mention that it was a tech-led rally in China in 2025. I think 2026 would be more balanced,” Richard Tang, China strategist and…

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