UBS: Chinese Tech Stocks' Earnings Set to Surge, Deposits to Be Gradually Channeled into Stock Market

Deep News01-20

Chen Minlan, Chief Investment Officer for Asia Pacific at UBS Global Wealth Management, stated that the average earnings growth rate of China's technology sector is projected to leap from -3% over the past few years to +25% in the future, which will be a key factor supporting the sustained positive performance of the A-share market. Chen Minlan observed that the Chinese government is committed to creating a "sustained and orderly bull market," viewing it as a policy objective. She believes a robust capital market is crucial for driving national innovation, as the banking system struggles to effectively support startups that lack cash flow or tangible assets, whereas capital markets favor long-term growth stories. Against this backdrop, the vast pool of domestic excess savings, amid declining return expectations from real estate investments, is expected to be gradually directed into the stock market.

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