UBS: Maintain an overweight position in China, with the relative risk in the US market trending downward.
Monday, Mar 3, 2025 3:30 am ET
1min read UBS maintains an overweight on China, believing the risk of China outperforming is higher than underperforming, and the market should be 15% more expensive than other emerging markets if the relationship between past valuations and ROE still holds, while it is 30% cheaper than the latter. On the other hand, ubs sees a relative risk of the US market going down.
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