UBS Wealth Management: China’s consumer discretionary stocks now more attractive than financials

12 July 2017 | 2 minutes read

UBS Wealth Management’s Chief Investment Office says China’s Bond Connect scheme is adding to rising investor sentiment, and the bank has switched its overweight recommendation from financials to consumer discretionary stocks. Offshore Chinese banking equities offer relatively attractive dividend yields, of over 5%, which makes this sector attractive to investors looking for stable income streams. However, UBS Wealth Management notes…

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