Position for Tariff Uncertainty with EM Domestic Bonds: Theme Closure

UBS is closing its 'EM domestic bonds' investment theme following recent progress in US-China trade relations. Investors may still hold previously recommended bonds but are encouraged to explore broader emerging market credit opportunities.

Key Takeaways

• 1.UBS is closing its 'EM domestic bonds' investment theme.
• 2.Trade tensions between the US and China have eased following recent agreements and tariff reductions.

Table of Contents

• UBS CIO risk views
• UBS CIO valuation views
• Sell recommendations
• Issuer valuation views
• Required Disclosures
• Risk Information

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