Moving Markets The View Beyond: The impact of the Iran war on Asia markets
As the conflict in Iran continues to drive oil prices higher and unsettle global markets, investors are assessing the implications for Asia and China. Meanwhile in Beijing, the annual Two Sessions meetings have just concluded, outlining policy priorities and economic targets for the year ahead.
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. They discuss 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.
- (00:00) - Can Asia and China markets weather the storm?
- (03:14) - Hong Kong markets vs A-shares
- (07:40) - Key takeaways from Two Sessions
- (11:19) - Is the RMB appreciation trend set to continue?
- (16:08) - Lessons from Japan's balance sheet recession framework for China