Top of the Morning: Investing in China & EM Equities - Themes, opportunities, risks

UBS On-Air: Market Moves
19/09/2025 14 min

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Episode Synopsis

Xingchen rejoins to cover three key themes for China investors to watch, followed by investment opportunities, including China tech. We then explore the EM equities landscape following the first Fed cut, and highlight key opportunities in emerging markets beyond China tech. Featured is Xingchen Yu, Emerging Markets Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

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