How will a weaker dollar impact China stock market? UBS weighs in Investing.com-- As the greenback continues to loses altitude, with little sign of come back anytime soon, global investors are asking: will a weaker dollar finally deliver a boost to Chinese A-shares, or will the benefits be more muted this time around? “A weaker dollar is positive for global equities, EM in particular. Based on the beta over the last decade, UBS calculates that 10% off the DXY adds 9% to EM’s relative performance.” But for China’s A-shares, the benefit may be limited. Foreign ownership makes up just 3.4% of the market cap in China’s A-shares as of end-Q1 2025, so any boost from weaker dollar-driven inflows remains modest, UBS said. A-shares account for only 17% of the MSCI China Index, underscoring their relatively small footprint in global portfolios. Sectors with high exposure to USD-denominated debt—such as home appliances, transportation, non-ferrous metals, and electronics—are likely to receive the biggest earnings boost from a weaker dollar, as their financing costs ease. For investors tracking cross-border market dynamics, UBS points to the “A/H premium”—the price gap between a company’s A-shares, traded in Shanghai or Shenzhen, and its H-shares, traded in Hong Kong. The A/H premium serves as a barometer of cross-border sentiment and liquidity, reflecting how much more (or less) investors are willing to pay for the same company in the two markets. “The A/H premium has closely tracked the DXY over the past 15 years, with a correlation coefficient of 0.83,” the analysts said. While it may seem counterintuitive, given the HKD’s peg to the USD, the premium tends to rise when the dollar strengthens—driven more by differences in onshore and offshore liquidity than by direct FX effects. H-shares, with their greater weight in emerging market indices, have benefited more from recent global fund inflows, while A-share liquidity remains constrained. Looking ahead, UBS expects the A/H premium to “stay at the bottom of its medium-term range” in the second half of 2025, unless there is a significant pickup in A-share liquidity. Southbound flows into Hong Kong-listed shares have surged, but incremental liquidity into A-shares has been limited, suggesting any boost from a weaker dollar could remain contained. With valuations skyrocketing in 2024, many investors are uneasy putting more money into stocks. Unsure where to invest next? Get access to our proven portfolios and discover high-potential opportunities. In 2024 alone, ProPicks AI identified 2 stocks that surged over 150%, 4 additional stocks that leaped over 30%, and 3 more that climbed over 25%. That's an impressive track record. With portfolios tailored for Dow stocks, S&P stocks, Tech stocks, and Mid Cap stocks, you can explore various wealth-building strategies.

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US added over 1,000 new millionaires a day last year, UBS report says ZURICH (Reuters) -Wealth grew disproportionately quickly last year in the United States, where over 379,000 people became new U.S. dollar millionaires, more than a 1,000 a day, a report published on Wednesday showed. Private individuals’ net worth rose 4.6% worldwide, and by over 11% in the Americas, driven by a stable U.S. dollar and upbeat financial markets, the 2025 Global Wealth Report by UBS found. The United States accounted for almost 40% of global millionaires in 2024. In 2023, Europe, the Middle East and Africa had led a rebound in global wealth after a decline in 2022. Greater China - which the report defined as mainland China, Hong Kong and Taiwan - led last year for individuals with a net worth of $100,000 to $1 million, accounting for 28.2%, followed by Western Europe with 25.4% and North America with 20.9%. The majority of people worldwide were below that threshold, however, with over 80% of adults in the UBS sample having a net worth of under $100,000. Overall, about 1.6% registered a net worth of $1 million or more, the report said. Over the next five years, the Swiss bank projects average wealth per adult to grow further, led by the United States, and, to a lesser extent, Greater China. Should you invest $2,000 in UBSG right now? With UBSG making headlines, savvy investors are asking: Is it truly valued fairly? In a market full of overpriced darlings, identifying true value can be challenging. InvestingPro's advanced AI algorithms have analyzed UBSG alongside thousands of other stocks to uncover hidden gems. These undervalued stocks, potentially including UBSG, could offer substantial returns as the market corrects. In 2024 alone, our AI identified several undervalued stocks that later surged by 30 or more. Is UBSG poised for similar growth? Don't miss the opportunity to find out.

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The art market is shifting,and it’s not the millionaires keeping it alive.
In China, sales fell 31%, but new buyers surged—mostly under $50K.
“People won’t spend millions, but they’ll pay $30K for something that feels good.”
#ArtMarket #UBSReport #Collectors2024 #Econsky

UBS Report: These Are the Biggest Concerns of Entrepreneurs The Swiss bank UBS has examined the sentiments of entrepreneurs worldwide and compiled a detailed report for the first time. While the overall outlook remains positive, the report also highlights the key challenges faced by business owners.

UBS Report: These Are the Biggest Concerns of Entrepreneurs: The Swiss bank UBS has examined the sentiments of entrepreneurs worldwide and compiled a detailed report for the first time. While the overall outlook remains positive, the report also highlights the key… #entrepreneurs #ubsreport

#ArtBasel #Miami is here, and the #UBSreport does not tell everything. I built an app in Python using APIs to get data from the Federal Reserve, News Outlets, and the stock market to make a blended analysis and utilize ML to predict what awaits the #ArtMarket in 2025. Here is what it said: