Moving Markets The View Beyond: Making sense of the cross-asset turbulence
Feb 14, 2026
26:37
Recent weeks have seen extreme cross‑asset volatility, with sharp unwinds hitting US and China tech stocks, precious metals and cryptocurrencies. In China, renewed concerns about regulatory scrutiny are weighing on sentiment, even as the case for a stronger renminbi continues to build.
In this episode of Moving Markets: The View Beyond, Richard Tang, Head of Research Hong Kong at Julius Baer, speaks with Hong Hao, Managing Partner and CIO of Lotus Asset Management Ltd., to discuss what the market dislocations mean for investors, and how these cross-asset dynamics may shape positioning in the weeks ahead.
- (00:30) - The big precious metals selloff
- (04:04) - Cryptocurrencies – near and long-term outlook
- (08:13) - Industrial metals remain supported by rising strategic demand
- (10:36) - China tech – is it time to buy the dip?
- (13:55) - Defining “value” in China’s rotation
- (15:32) - Regulatory scrutiny – how worried should investors be?
- (20:20) - A-shares vs H-shares in the short term?
- (23:03) - Renminbi strength and outlook