Notizie

Driven by Prime Minister Narendra Modi’s economic programme, India has embarked on a phase of infrastructure investment akin to China’s in the 1990s. In our latest edition of UBP Headlines, our Group Chief Strategist Norman Villamin takes a deep dive into the booming Indian market, exploring its investment opportunities.

Investors may find the strong fundamentals and stable economic, political and social aspects of Switzerland attractive in terms of equity investments in a year which may be dominated by geopolitical newsflow.

As the earnings season ends, US tech companies have exhibited robust results, propelling the Nasdaq Composite to a record high. The Bank maintains its convictions on US and Japanese equities while favouring India over China for emerging market growth exposure. We tactically increased our position on gold on the back of central bank demand and geopolitical uncertainties.

The launch of the UN’s Sustainable Development Goals (SDGs) in 2015 provided a road map for addressing the most pressing issues facing our society by 2030 and beyond. 

The mood around Hong Kong’s markets is pretty gloomy these days.

After decades of disappointment, Japanese equities are back with a bang. The Nikkei 225 is up 41% year-on-year and 15% since the start of 2024.

Despite still being in its infancy, generative AI has already proved to be a boon for big tech names, but can it be used more widely, and if so, how and by whom?

The Swiss private bank is looking to expand its Middle East business by targeting new markets in the region.

In January, gold traded in a tight range of between USD 2,000 and USD 2,050 per oz. This tight trading range reflected a generally subdued trading environment – three-month implied volatilities fell to levels of around 10% – which is a relatively low level of volatility for the yellow metal.

In a landscape marked by economic divergences between regions, with abating inflation and normalising interest rates, our convictions remain on the United States rather than Europe, a tech-oriented bias, and a cautious approach to China, while the return of firmer market fundamentals signal positive performances across various asset classes.