China A-Shares

The China A-shares market has recovered from early June volatility, supported by geopolitical developments. UBS maintains an attractive rating on high-dividend onshore equities to hedge against mixed macroeconomic data and muted domestic demand.

Key Takeaways

• 1.The A-share market recovered from early June pullbacks, supported by improved sentiment after the US-Iran agreement.
• 2.China's macro data remains mixed, with strong exports and high-tech manufacturing offset by weak domestic consumption.
• 3.UBS maintains a constructive/attractive view on onshore high-dividend equities due to low bond yields and resilient earnings.

Table of Contents

• Our view
• A-share dividend stocks: Attractive
• Global asset class preferences definitions
• Appendix

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