Beyond Markets

In this episode, our Julius Baer experts take a closer look at the two regions Latin America (LatAm) and China. Should Latin America or China, or perhaps both regions, be part of a long-term allocation in your portfolio?
 
Find out more about what our experts Esteban Polidura, Head of Americas Advisory & Products, Richard Tang, Head of Research Hong Kong and Cheng Hin Saw, Head of Equities Specialists Asia think.
 
Our Julius Baer experts kick-off their discussion with an economic outlook for the two regions, explain why inflation is a topic of concern, especially for Latin America, and discuss the various reasons why the two regions are more linked than one would think. Why are both the US and China battling for influence in Latin America is another important question that will be answered. They explore investment opportunities in both regions and shed light on the political landscape in Latin America as the region finds itself at a very important juncture. For China on the other hand regulation for internet companies has made big headlines recently and our experts explain whether they expect the impact to be long lasting. Listen now and find out more.
 
[01:44] Economic Outlook for LatAm and China
[04.53] Inflation concerns
[09:48] Where are the investment opportunities in both regions?
[16:20] Political landscape in LatAm
[20:21] Regulatory tightening in China

What is Beyond Markets?

“Beyond Markets” by Julius Baer is a series featuring conversations with experts to share recent market developments, key insights, and strategic inputs from around the globe. In each episode, we cut through the noise to offer practical advice and macro research on today’s shifting economic and market landscape.
The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.