Pullback in China's A-share hardware stocks is a buying opportunity: UBS
UBS Global Wealth Management's Suresh Tantia says China's plan to spend 3.7 trillion dollars on the sixth networks, which is 20% of China's economy will benefit hardware stocks and AI buildout, hence the hardware-heavy A shares will outperform H-shares in the next 6 to 12 months.
UBS Global Wealth Management's Suresh Tantia says China's plan to spend 3.7 trillion dollars on the sixth networks, which is 20% of China's economy will benefit hardware stocks and AI buildout, hence the hardware-heavy A shares will outperform H-shares in the next 6 to 12 months.
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