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UBS Predicts 10% Growth for Chinese Stocks Amid Innovation

1/14/2026

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Story summary
  • UBS executives at a Shanghai conference say Chinese stocks will grow on innovation, AI adoption, and inflows.
  • They project 10% profit growth this year and that corporate earnings will drive equity gains.
  • Thomas Fang, UBS head of China global markets, says Chinese assets will attract more diversified investments.
  • Beijing's tech self-reliance push and liquidity policies are expected to shift investor preference from US to Chinese stocks.