Research Focus

We forecast DRAM to remain undersupplied until 3Q21, with datacenter compute demand a key driver.

Analysing company resilience requires a shift in analytical lens. What worked in 2019 is unlikely to work in 2020. Use our guide to help navigate this path.

We cover recent Macro and Market developments and introduce a framework of key questions and signposts for investors to track throughout the Coronavirus outbreak.

We review the state of global stimulus to combat the Covid-19 fall-out. All the fiscal, monetary, liquidity and regulatory measures in one place.

UBS analysts in nine countries and across 12 markets analysed UBS Evidence Lab data to assess the roadmap to a potential US$136bn global market.

Global Thematics: Advance your thinking on 10 critical themes

Based on our Q-Series reports, we identify 10 themes to shape the next industrial age. See the predictions, signposts, and datasets that matter here at UBS.

European Luxury: Everything you need to know about the resale market

UBS Evidence Lab surveys show second-hand is taking off in China: what does it mean for the luxury sector? Read inside for our deep-dive into the resale market.

Future of Food III: Is personalised nutrition the next big disruptor?

Leveraging 5 UBS Evidence Lab datasets, we estimate personalised nutrition will generate $1.3bn in revenues by 2025; but could rise to as much as $64bn by 2040.

Could climate policy lead to convergence of the energy and utility sectors?

In our next "big idea" note, we look beyond the obvious renewable growth and ask if climate policy could lead to convergence of the energy and utility sectors.

Ride-on-demand: First signs of disruption for car ownership and public transports

The unique UBS Evidence Lab data set (consumer survey, app downloads and pricing) shows some early signs of disruption for car ownership and public transport.

From hope to reality – can India deliver?

India’s growth story has become more about hope. Does India have keys to unlock this potential and deliver? We use our 4 Keys framework to look for answers.

China Solar Industry - UBS Evidence Lab inside

UBS Evidence Lab evidence echoes our view that China's addressable solar market exceeds 5,000GW, indicating a boost to long-term demand potential.

Asia Software & Services: China and India – on two different paths to AI dominance

Could China and India traverse different paths to AI dominance? What are the drivers/roadblocks for AI adoption? Which companies are likely beneficiaries?

UBS Research is #1 in Institutional Investor Global Equity Research

Thank you for your continued support; UBS #1 in 2019 II Global Equity Research for the third year in a row.

How will widespread industrial IoT change the automation value chain?

21 UBS analysts explore the asymmetric impact of the industrial Internet of Things (IoT) explosion across the automation value chain.

Future of supermarkets: Diving, surviving or thriving?

What will 'Supermarket 2.0' look like? We see a scenario where addressable markets rise >5x, EBIT multiples expand ~2pts and ROIC grows.

Food of the Future II: What will the coming revolution mean for Global Chems & Machinery?

Food of the Future II: what will the coming revolutions in consumer diets (plant-based meat) and gene editing mean for chemicals and machinery stocks?

Energy storage: Are we at the tipping point?

By 2025, we expect energy storage cost to be under a third of what it is now, fuelling demand for renewables, batteries, and related materials and chemicals.

Future of Food I: Is Plant-Based Meat Poised to Rebalance Global Protein Consumption?

We estimate plant-based meat to post +30% CAGR. A UBS Evidence Lab survey of 3,000 consumers and restaurants, expert insights, and an interactive model drive our framework.

India Market Strategy: UBS Evidence Lab inside: muted urban consumer sentiment, but growth drivers steady

04 November 2019

Income growth expectations have slowed, but how supportive are the macro drivers? Insights from UBS Evidence Lab's latest survey of about 1,600 urban consumers.

How do we unwrap the plastic problem?

23 October 2019

Plastic pollution is front-page news; pressure on companies is growing. Twenty-two UBS analysts discuss investment implications from a potential decline in plastic use.

Is 5G ready for mass adoption?

04 October 2019

In 5 years we expect 5G to cover 50-60% of the population, reach 1.5bn mobile subscribers and provide 20x the speed of 4G. But what will it cost and which countries will lead in adoption?

Big banks and the bigtech, fintech & digibank incursion. What is at stake?

06 September 2019

Big banks are under siege from low rates, regulatory demands, fintech, newtech & maybe big tech. Here are our findings after a year of analyzing the long term and asking what is at stake.

Is global construction facing a synchronised slowdown? – a supply-chain analysis

16 August 2019

Construction is slowing globally. Our in-depth, top-down and multi-industry review, using data from UBS Evidence Lab, helps navigate the new fundamental backdrop.

Power generation: slow boil or red alert?

01 August 2019

Are we on track for 2050 climate targets? Could the trajectory change? We evaluate scenarios and sectors using UBS Evidence Lab data and cross-sector analysis.

Will climate change propel Hybrid Electric Aviation?

11 June 2019

Embracing green aviation would be positive for Aerospace, Transport and consumer demand.

What impact has trade war risk had on markets?

3 June 2019

Different asset classes, and even securities within the same asset class, are pricing-in varying degrees of trade war risk.

How will robotaxis reshape the urban world?

22 May 2019

The mass adoption of robotaxis will have far-reaching implications across many industries.

Does India have a second chance to replicate China?

23 April 2019

That India seems to have missed out on manufacturing is becoming the consensus view.

Who will win the billionaires’ space race?

17 March 2019

For some, space tourism, or long-haul travel utilising space, is science fiction, but we think in the coming decade it will be a new market for travel/leisure industry.

How much of US Retail Sales will move online?

19 December 2018

The (at least) $4 trillion dollar question.

The AI arms race

31 October 2018

At the 2019 Greater China Conference, we had a chance to speak with Dr. Kai Fu Lee, Chairman and CEO of Sinovation Ventures and President of Sinovation Venture's Artificial Intelligence Institute to discuss the future of China’s growth in AI.

Is The Kitchen Dead?

18 June 2018

Online food delivery is a mega-trend that looks set to grow tenfold over the next decade.