Top of the Morning: Investing in China & EM Equities - Themes, opportunities, risks

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UBS On-Air: Market Moves not yet transcribed

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Recorded19 Sep 2025

Publishersecure.ubs.com

Handlerec:4542452

Show notes

Xingchen rejoins to cover three key themes for China investors to watch, followed by investment opportunities, including China tech. We then explore the EM equities landscape following the first Fed cut, and highlight key opportunities in emerging markets beyond China tech. Featured is Xingchen Yu, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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