Hao HONG 洪灝, CFA(@HAOHONG_CFA):In this episode of Moving Markets, I discuss with Richard of Julius Bär how geopolitical tensions are affecting Asian markets, their key takeaways from the Two Sessions, the outlook for Hong Kong versus A-shares, and the case for renminbi appreciation. Looking further ahead, they also examine the lessons from Japan’s balance sheet recession framework for China.

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

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Hao HONG 洪灝, CFA@HAOHONG_CFA

2026.03.15 01:55

In this episode of Moving Markets, I discuss with Richard of Julius Bär how geopolitical tensions are affecting Asian markets, their key takeaways from the Two Sessions, the outlook for Hong Kong versus A-shares, and the case for renminbi appreciation. Looking further ahead, they also examine the lessons from Japan’s balance sheet recession framework for China.