Gold and Chinese tech seen as key Asia plays amid geopolitical noise: UBS
06:19 Min
Suresh Tantia, Head of CIO Asia Equity Strategy at UBS Global Wealth Management, says geopolitical risks such as developments in Venezuela are unlikely to derail Asian markets. He adds that strong central bank demand could push gold prices higher, while attractive valuations and accelerating AI investment underpin optimism for Chinese tech stocks.
06 Jan 2026 12:30pm
Suresh Tantia, Head of CIO Asia Equity Strategy at UBS Global Wealth Management, says geopolitical risks such as developments in Venezuela are unlikely to derail Asian markets. He adds that strong central bank demand could push gold prices higher, while attractive valuations and accelerating AI investment underpin optimism for Chinese tech stocks.
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