Minlan Chen, Chief Investment Officer for Asia Pacific at UBS Global Wealth Management and Head of the CIO Office, anticipates that Hong Kong and A-shares will have approximately 15% upside potential this year. Globally, she holds a positive outlook on European, Chinese, and Japanese equity markets, expressing a preference for H-shares over A-shares. This preference is primarily driven by her constructive view on Hong Kong-listed Chinese technology stocks and an expectation that these companies will achieve average earnings growth of 25% or higher in the coming years. Chen believes that within the Chinese equity space, there remain several compelling "bottom-up" investment themes, including technology self-sufficiency—encompassing companies related to artificial intelligence, automation, and robotics. She is also optimistic about the healthcare, new consumer sectors, and high-dividend-yielding financial stocks.
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UBS Wealth Management Forecasts 15% Upside for Hong Kong and A-Shares by 2026
Stock News01-20 15:18
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