AI investment and policy easing to drive market resilience into 2026: UBS
05:13 Min
Kelvin Tay, Regional Chief Investment Officer at UBS, says weakening US labour data supports expectations of a December interest rate cut by the Federal Reserve, while AI-related spending and fiscal stimulus will underpin global growth. He adds that China’s tech sector remains a key opportunity despite trade tensions.
25 Nov 2025 09:00am
Kelvin Tay, Regional Chief Investment Officer at UBS, says weakening US labour data supports expectations of a December interest rate cut by the Federal Reserve, while AI-related spending and fiscal stimulus will underpin global growth. He adds that China’s tech sector remains a key opportunity despite trade tensions.
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