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UBS Sees Mid-double-digit Global AI Sector Returns This Yr, Favors AI Stocks w/ Large Mkt Value/ Leading Cloud Platforms/ Semiconductors
UBS Wealth Management APAC's Chief Investment Office issued a report expecting Asian economies to work towards an agreement with the US, in which case the cumulative impact of ...
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UBS Sees Mid-double-digit Global AI Sector Returns This Yr, Favors AI Stocks w/ Large Mkt Value/ Leading Cloud Platforms/ Semiconductors
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UBS Wealth Management APAC's Chief Investment Office issued a report expecting Asian economies to work towards an agreement with the US, in which case the cumulative impact of tariffs on the region's GDP would be in the range of around 50-100 bps.

In a risk scenario of no deal, wide tariff hike or a significant slowdown in the US economy to below trend level, the impact on Asian GDP growth could be as high as 200 to 300 bps.

Related NewsM Stanley Lists Asia Pacific Ex-JP Focus List (Table)
UBS forecasted the global AI industry to deliver mid-double-digit returns by 2025, supported by strong adoption trends and upward revisions to capital expenditure. UBS was bullish on AI stocks with large market capitalization, leading cloud platforms and semiconductors.

However, tariff risk should not be underestimated, and investors should take advantage of market volatility to build positions through structured strategies and buy quality AI stocks on dips.

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