市场透视 Beyond Markets
Julius Baer“市场透视”是一档专家访谈系列节目。来自全球各地的专家将在节目中分析全球市场动态，并分享他们的重要见解和投资策略。在每一期节目中，我们将针对不断变化的经济和市场格局，穿越迷雾，看透本质，为您带来切实可行的投资建议和宏观研究成果。 本播客节目所含信息属营销资料。所述观点不构成独立的金融/投资研究结果，亦不构成投资建议或瑞士宝盛购买或出售证券的要约。
| Publishes | Weekly | Episodes | 72 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessInvesting |
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Latest Episodes
全国两会于近日拉开帷幕，所释出的经济目标数字与政策信号亦总体符合经济学家的预期。与此同时，美国政策的持续调整仍在扰动全球宏观经济格局。在此背景下，港股继续稳步上扬并明显跑赢A股，美股的反应则较为消极。我们该如何理解当前行情背后的逻辑？最近一系列的关税变动又对美元未来的走势意味着什么？
本期播客（于2025年3月6日录制）由瑞士宝盛香港研究部主管邓启志先生联同思睿集团合伙人及首席经济学家洪灏先生分析中国市场近况。
随着通胀预期升温、信用利差处于历史低位以及美国国债市场走势主导市场情绪，投资者应如何部署其投资组合？
本期《市场透视》播客节目中，我们的亚洲基金专家Simon Song将与摩根资产管理亚洲（日本除外）固定收益投资专家团队主管Jonathan Liang深入探讨当前固定收益市场的关键议题，以及企业信贷领域的最新动态。
除“春节行情”效应外，近期中国股市回升的背后存在着三大潜在推动力：美国总统特朗普加征关税的影响弱于市场预期；DeepSeek的横空出世令国内市场信心显著回升；以及随着三月全国两会临近，政策宽松预期持续升温。这些因素共同构筑了当前市场的上行动能。
本期播客（于2025年2月7日录制）由瑞士宝盛香港研究部主管邓启志先生联同思睿集团合伙人及首席经济学家洪灏先生分析中国市场近况。
近年的统计数据显示，全球范围内亟需投入巨额资金，以维护老化的基础设施并建设与现代经济发展同步的新型基础设施。 然而，仅依靠政府之力，难以满足每年高达数万亿美元的资金需求。因此，私募投资在这一领域扮演着不可或缺的重要角色。
那么，什么是私募基础设施，其对投资者来说又具有什么意义？
本期《市场透视》播客节目中，我们特别邀请了KKR香港的销售代表Michael Hsu分享他对私募基础设施的洞见，与我们的亚洲基金专家Simon Song一同深入探讨私募基础设施领域中的关键动态和主题趋势，以及私募基础... more
Reviews
- 请谈谈如何看待金价走势以及美国大选对国际金价得影响？期待😊
美国大选结果将在十多天后揭晓，金价又迈上新台阶。想听听邓总与洪总如何看待未来金价走势，谢谢🙏🏻👍🏻👍🏻👍🏻👍🏻🥳🥳🥳
Apple Podcasts5园长dddddddChina6 months ago - Why
Why suddenly only in Chinese?
Apple Podcasts1Axeladolf
Germany6 months ago - Informative
I’ve been listening for around a month and have already listened to most. I’m so hooked! I get so exited to hear the new episodes and sometimes I even go back and listen to the old ones. Keep it up!
Apple Podcasts5Masonconman
United Statesa year ago - Awesome
Love the host, great research and just an awesome podcast. New favourite podcast!
Apple Podcasts5Lucas@24wevUnited Statesa year ago - Love them
Love this show! It is my family’s go-to for long car trips.
Apple Podcasts5Henry Gerald.United Statesa year ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #248 |  United Kingdom/Business/Investing |
Apple Podcasts | #158 |  Australia/Business/Investing |
Apple Podcasts | #240 |  Hong Kong/Top Podcasts |
Apple Podcasts | #8 | China/Business/Investing |
Apple Podcasts | #13 | Hong Kong/Business/Investing |
Apple Podcasts | #31 | China/Business |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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市场透视 Beyond Markets launched 4 years ago and published 72 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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