UBS Predicts Strong AI-Driven Returns in Emerging Markets
Update: 2025-11-13
Description
UBS forecasts robust returns for emerging markets and Asian equities by 2026, with AI-related stocks driving growth. They prefer Chinese AI companies over Korean and Taiwanese ones. UBS maintains a positive view on China, neutral on Taiwan and Korea, and less favorable on India. Mexico is upgraded to neutral, while Thailand and the Philippines are downgraded. A typical economic environment is expected in 2026, with stable interest rates and a slight global growth rebound.
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