Hao HONG 洪灝, CFA(@HAOHONG_CFA):【与瑞士宝盛的月度对话（英文版）】US-China relations are back in the spotlight, with investors watching whether talks between China and U.S. Presidents 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. We discuss 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. (Recorded 20260925) Moving Markets | The View Beyond: Can Trump-Xi talks shift market sentiment?

2026.09.27 09:55

【与瑞士宝盛的月度对话（英文版）】US-China relations are back in the spotlight, with investors watching whether talks between China and U.S. Presidents 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. We discuss 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. (Recorded 20260925) Moving Markets | The View Beyond: Can Trump-Xi talks shift market sentiment?