Hao HONG 洪灝, CFA(@HAOHONG_CFA):【Monthly Dialogue with Julius Bär】In this April episode with Julius Bär, I discuss the implications of the Iran war for global markets and China, whether investors should chase the recent rebound or stay defensive, the outlook for oil, gold, and the US dollar, and why Chinese market has shown relative resilience. The conversation also covers China’s economic momentum, sector preferences, and the role of defensive, value, and high‑dividend stocks -- particularly Chinese banks -- in navigating ongoing geopolitical and macro uncertainty. Recorded on April 9.

Hao HONG 洪灝, CFA

@HAOHONG_CFA

Person of the Year-Bloomberg BW;3xChina’s Most Influential Economist;3xEconomist of the Year-Asia Private Banker;“The man called China’s boom & bust”-Bloomberg

参加 May 2009

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Hao HONG 洪灝, CFA@HAOHONG_CFA

2026.04.11 02:00

【Monthly Dialogue with Julius Bär】In this April episode with Julius Bär, I discuss the implications of the Iran war for global markets and China, whether investors should chase the recent rebound or stay defensive, the outlook for oil, gold, and the US dollar, and why Chinese market has shown relative resilience. The conversation also covers China’s economic momentum, sector preferences, and the role of defensive, value, and high‑dividend stocks -- particularly Chinese banks -- in navigating ongoing geopolitical and macro uncertainty. Recorded on April 9.