UBS says ‘underweight the names with excessive China publicity’ (S&P Full Indices:SP500)

U.S. names with China publicity face weaker development, wrote Andrew Garthwaite, chief world fairness strategist at UBS, in his Outlook 2025 report.

He stated that there are three basic threats to China-exposed shares:

• Weaker development: about 3.7% in 2025 and a couple of.7% in 2026.