UBS: Use trade volatility to phase into equities; favors Taiwan, India, and China tech
UBS sees potential in Taiwanese, Indian and Chinese tech stocks, while BNP Paribas maintains a bullish outlook on China's domestically-driven market, particularly in consumer and tech sectors.
Trade-related volatility is likely to continue, but markets are growing increasingly accustomed to high-stakes negotiations. UBS recommends investors use near-term fluctuations to gradually enter equity markets or balanced portfolios.
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