TREE NEWS update: UBS Securities China equity strategist Meng Lei raised profit forecasts for A-share companies, expecting full-year 2026 earnings growth of 15%. He believes a steady rebound will continue driven by earnings recovery, fresh capital inflows, and global tech narratives, but flags two risks: geopolitics/US Treasury yields/oil volatility affecting rate-sensitive tech valuations, and potential ‘redemption at breakeven’ pressure on mutual funds heavily overweight tech.
UBS Securities: A-shares Likely to Continue Steady Rebound This Year
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