UBS On-Air: Market Moves · Client Strategy Office

Top of the Morning: The landscape for Emerging Market Equities

·15 min·1 clip

Xing Chen Yu explains how the closure of the Strait of Hormuz could trigger a major global oil supply shock.

UBS investment strategists analyze the current landscape for emerging market equities, discussing the impact of Middle East geopolitical tensions on oil markets, presenting a bullish case based on strong earnings forecasts and AI innovation, and detailing specific country preferences and risks.

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