UBS Asset Management (UBS-AM)

China’s investment landscape is diverse with asset classes ranging from US dollar denominated bonds, to Hong Kong Stocks : Plebani

Choo sees opportunities for Asian ex-Japan equities through three themes: technology, credit growth and lifestyle upgrading.

"We still think there is a lot of attractiveness to the Chinese equity market,” says Gian Plebani, UBS portfolio manager.

Chinese equities, which have outperformed the US and European markets year-to-date, remain favoured by UBS Asset Management.

Chinese equities, which have outperformed the US and European markets year to date, remains favoured by UBS Asset Management, with some showing clear signs that China’s economy is recovering from the Covid–19 lockdowns.

At the start of this year, Asian high yield bonds were one of the asset classes favoured by UBS Asset Management (UBS-AM) to outperform. Their valuations did not look overly stretched and fundamentals were firm. In fact, the US and C