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Signal or Noise?

China is the second largest economy in the world and offers diverse long-term investment opportunities. While lately it has presented higher risks and volatility, the scale of possibilities on offer may well be compelling for long-term investors looking for returns across various asset classes.

Our China investment insights

Equities Mirror image: Will this year prove to be the opposite of 2023 for China equities?

Will this year prove to be the opposite of 2023 for China equities?

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China has a significant share of the global GDP
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China has the world’s second largest stock market
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UBS has a well-established presence in China

Will China’s economy rebound?
"It is too early to answer definitively at this point, but there are encouraging signals in and outside of China for sure."

11 March 2024

Jia Tan (TJ), Head of Research, China Equity Long/Short, UBS O’Connor
On the China fixed income market
"Chinese inflation and interest rates have been relatively stable in the past 30 years, effectively holding down bond market volatility. Adding RMB government bonds to a global portfolio could potentially be stabilizing."

9 January 2024

Raymond Gui, Head of Fixed Income Portfolio Management, Asia
Bin Shi Head of China Equities
“History tells us that the best time to invest is when expectations, along with valuations, are low. People were too excited about China in the past; now they are not too pessimistic.”.

27 February 2024

Bin Shi, Head of China Equities

Understand the China opportunity

A quick rundown of the ideas and innovation that underpin the China investment case

Dispatches from our China investing team

Watch in-depth views from our team on investment opportunities in China. Find out where alpha is.

Panorama: China edition

The China complex

This special edition of Panorama is dedicated to China and offers a richer way of looking at it from the geopolitical, sustainable, economic and market lenses.

View the homepageThe China Edition