Top of the Morning: Emerging market equities - Trade uncertainty and DeepSeek

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Recorded05 Feb 2025

Publishersecure.ubs.com

Handlerec:4543018

Show notes

As headline developments surrounding trade uncertainty and DeepSeek persist, Xingchen drops by to discuss what this all means for emerging market equities. We also spend time examining the scope of US imposed tariffs on China, and the implications for Chinese growth and overall relations with the US. Plus, a deeper look into DeepSeek’s breakthroughs in the AI space. Featured is Xinghen Yu, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Shiavon Chatman

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