UBS upgrades China equities to "attractive", highlights tech sector strength
The bank advises investors to treat geopolitical-driven volatility as an opportunity to build positions.
Recent constructive US-China trade discussions have set a positive tone for the upcoming Trump-Xi summit, marking a potential inflection point. Despite lingering risks, UBS sees a compelling case for engaging with Chinese equities, driven by attractive valuations, robust earnings forecasts—particularly in tech—and strong domestic liquidity.
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