Chinese Equities

UBS maintains a constructive 'Attractive' view on Chinese equities, specifically highlighting the tech sector as 'Most Attractive' due to underappreciated AI growth and improving macro signals.

Key Takeaways

• 1.UBS maintains a constructive view on China and its technology sector, citing AI investment rotation and infrastructure localization as drivers.
• 2.China's macro environment is showing signs of recovery with PPI reaching a 44-month high and CPI edging up in April.
• 3.The technology sector is rated 'Most Attractive' due to rapid AI proliferation and underappreciated monetization potential.

Table of Contents

• Chinese equities
• Upside scenario
• Downside scenario
• Slow down in capex
• Global asset class preferences definitions
• Appendix
• Risk information

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