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%…
To access this content, please click back to the home screen, then click “Menu” (bars in top left bars) and then “Login”.
To enquire for a free trial, please start here.
Need more help? Click here or email [email protected].
To enquire for a free trial, please start here.
Need more help? Click here or email [email protected].
Subscriber Only Content
This article is available on a corporate subscription with Asian Private Banker. Please login or subscribe to view this content.
Need help? Please see our FAQ Guide or email [email protected]
Have a confidential tip? Get in touch [email protected]
