UBS Wealth, Templeton See Chinese Stocks Braving Tariff Blow
An electronic ticker after the US tariff announcement, in Shanghai, China.
Photographer: Qilai Shen/BloombergThis article is for subscribers only.
Some of the world’s biggest money managers say Chinese stocks have the means to weather the tariff blitz unleashed by US President Donald Trump on the economy.
Fund managers at Franklin Templeton, UBS Global Wealth Management, Aberdeen Investments and JPMorgan Asset Management argue that a possible increase in Chinese authorities’ fiscal support and pro-business shift, advancements in artificial intelligence, and an ongoing earnings recovery can counterbalance the negative effects of the US reciprocal tariffs.