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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China has unleashed new monetary measures designed to support its economy amid its trade skirmish with US President Donald Trump, but private banks in Asia are unconvinced it will be enough to add sustained momentum to local markets. Key measures announced by Beijing this week included a policy rate cut of 10 basis points; a re-lending and pledged supplementary lending […]

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After a blistering rally driven by domestic breakthroughs in artificial intelligence (AI) and the rehabilitation of Jack Ma, private banks are becoming increasingly bullish on Chinese stocks following one of the country’s most important political gatherings. China’s Two Sessions, which closed on Tuesday, appeared to further cement a business-friendly policy pivot towards technological innovation, consumption revival and private sector development. […]

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On Tuesday, China’s authorities unveiled a package of measures to boost market sentiment as Asia’s largest economy continues to struggle with weak domestic demand and a drawn-out property market slump. Used to a cautious Beijing, private bank analysts were surprised with the extent of this latest round of measures. However, they still believe the package falls short of the stimulus […]

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Julius Baer is favouring a defensive strategy for equity investment in 2H23, but is positive on India, regarding the current administration a tailwind. And in China, the Swiss bank holds out hope for accommodative policies to support recovery. “There are so many reasons to be risk averse,” Bhaskar Laxminarayan, CIO and head investment management Asia Pacific at Julius Baer, said […]

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China’s economy experienced a tough 1H2022 as COVID-19 lockdowns hit activity and growth. However, 2H2022 is unlikely to be smooth sailing with market volatility, an under pressure property sector and rising unemployment among the headwinds that private banks must navigate in the coming months. Below, Asian Private Banker outlines five key challenges facing the world’s second-biggest economy. Lower GDP expectations […]

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In view of the rising inflation, Julius Baer and HSBC Asset Management (HSBC AM) make selective sectors in Chinese stocks their top choices for 2022. “Equities are already beginning to show attractive returns in the longer term, given the fact that corporate balance sheets and earnings in general are in a very good condition,” Bhaskar Laxminarayan, CIO and head investment […]

The post Decade low valuations add to appeal of Hong Kong and China equities: Bank Julius Baer and HSBC AM appeared first on Asian Private Banker.

Any attempts by Chinese authorities to ease up the listing of high-growth companies closer home will likely smooth over recent hiccups over private investments in mainland China, a recent favourite of U/HNWIs in the region, according to senior industry executives. In mid-July, regulators indicated to bankers that Chinese companies seeking a listing in Hong Kong or in mainland China would […]

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This week: Bank Julius Baer: Global investors will see Hong Kong as the NASDAQ of China; UBS Chief Investment Office: China’s broader stock market clouded by regulatory curbs on tech; Bank of Singapore: High-growth profitable firms likely resilient to regulatory ‘threats’ Bank Julius Baer: Global investors will see Hong Kong as the NASDAQ of China China’s carrot-and-stick approach to its […]

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