UBS Strategists Prefer China Internet Stocks Over US Big Tech

Beaten-down China internet stocks are likely to do well in 2024 while US Big Tech takes a back seat — a stark reversal to this year’s trend. That’s the view of UBS Group AG strategists led ... Read More

China equities Tariff risks remain despite reprieve for China's internet sector - UBS

The MSCI China index has staged an impressive surge that has outpaced the S&P 500 since mid-January, largely on a revival of the tech sector. However, we note that tariff risks remain, and China’s ... Read More

10 most asked questions and UBS answers on China stock market

In a Friday report, UBS highlighted the 10 most asked questions from its clients about the Chinese stock market. 1 ) Why has the A-share market underperformed the Hong Kong market year-to-date? Read More

UBS Upgrades China Stocks Amid 'Valuation Collapse': What Investors Need to Know UBS Upgrades China Stocks Amid 'Valuation Collapse' - Stocks To Watch - Benzinga

As of 2 p.m. ET, Chinese equity tracking ETFs such as the iShares China Large-Cap ETF FXI was trading up 1.52%, KraneShares CSI China Internet ETF KWEB was up 2.86%, and iShares MSCI China ETF ... Read More

'Worry Less and Love the Market': High Stock Valuations Are Justified, UBS Says - Markets Insider

Around 30 years ago, before the rise of the internet and long before the smartphone, tech-related companies made up just 10% of the S&P 500's market cap. Now, they account for 40%. Read More

UBS looks at what’s next for tech stocks after a rebound "for the history books" - Investing.com

Calling the rebound "one for the history books," the UBS strategists said the sector has been bolstered by "solid" artificial intelligence spending as well as signs of improvement in AI monetization. Read More