UBS: overweight on China but no preference between A, H-shares

18 January 2018 | 4 minutes read

UBS Wealth Management remains overweight on China in its equity tactical asset allocation but it no longer expects onshore equity to outperform due to a forecast of potential 25% growth from the tech sector. The bank said the 2017 Chinese equity rally was fuelled primarily by three drivers: expectation-beating Chinese growth (+6.8% vs. consensus +6.4%); subsequent earnings revisions (from 5.2%…

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