Reported 8 months ago
UBS Investment Outlook forecasts two potential rate cuts this year, with a favorable environment for U.S. stocks and non-investment grade bonds due to mild inflation. Amid U.S. stock and Taiwan stock markets hitting new highs, UBS recommends focusing on industries like leisure, automobiles, and cruise ships, while suggesting cautiousness in the energy sector. UBS advises prioritizing quality stock selection in the current inflation environment, highlighting sectors like technology, healthcare, and consumer goods for future profitability and resilience.
Source: YAHOO