UBS remains bullish on Chinese tech shares and gold but warns of big market swings in 2026

South China Morning Post - Nov 27, 2025

UBS has warned of greater market volatility next year, citing risks ranging from weaker-than-expected artificial intelligence revenue to geopolitical tensions, but the Swiss investment bank remains bullish about Chinese technology shares and gold. UBS identified five major market risks for next year: economic weakness, a resurgence of inflation, government debts, renewed US-China conflicts, and disappointing returns from AI after three years of heavy investment. “One point that we can be very...

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