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…
Julius Baer pivots China strategy to robotics and policy bets

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
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