【与瑞士宝盛的月度对话（英文版）】In this April episode with Julius Bär, I discuss the implications of the Iran war for global markets and China, whether investors should chase the recent rebound or stay defensive, the outlook for oil, gold, and the US dollar, and why Chinese market has shown relative resilience.

The conversation also covers China’s economic momentum, sector preferences, and the role of defensive, value, and high‑dividend stocks -- particularly Chinese banks -- in navigating ongoing geopolitical and macro uncertainty.

英文版并非中文版的简单直译。录制时间4月9日星期三。

节目链接：http://t.cn/AXMiQAks