UBP, the Swiss pure play, shares its outlook on China following the 19th party congress and on post-election Japan, amid what it calls “a climatic week in Asia”. From a strategy perspective, UBP is overweight Japanese and EM equities, with a bias towards Asia. It is also overweight hard currency EM debt. China: Slower 2018 growth, USDCNH towards 6.80 in…
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