【Monthly Dialogue with Julius Baer】

***The English version of the podcast is not a simple translation of the Chinese version.***

A new wave of global AI is sweeping the world, driving continued strength in global markets on the back of the semiconductor equipment manufacturing cycle. Overseas investors perceive the Chinese market a laggard — but that’s because they’re looking at the wrong index, and therefore mispricing it.

The ChiNext is China’s Nasdaq, and new all-time highs within the year are within reach. Against the backdrop of a gradually emerging “dual-track economy,” new-economy and traditional assets are engaged in a dynamic tug-of-war, each vying for the spotlight.

How much further can the global semiconductor cycle run? How do the Iran conflict and oil prices affect the semiconductor cycle — and why is the market choosing to ignore them? The pivotal role of the RMB amid China’s structural economic adjustment.

All of these critical questions are discussed in this 30-minute podcast.

🎙 Podcast links:
Apple Podcasts: http://t.cn/AXJFjqXZ
🎙Spotify: http://t.cn/AXJFjqXz