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.

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.

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