Investing.com -- The equity market has reacted to the latest U.S. tariff hike on Chinese goods with a 3% decline in MSCI China, in line with historical trends. UBS estimates that the additional 20% tariff would reduce aggregate earnings for affected Chinese firms by 0.3%, or 0.2% for the overall universe.Markets historically did not price in tariff hikes ahead of announcements, and future inc ...
Investing.com -- Investment research firm Bernstein provided the latest insights into the evolving electric vertical takeoff and landing (EVTOL) aircraft market, pointing to its potential for substantial growth.Bernstein analysts project the global Urban Air Mobility market to swell from $5 billion to $24 billion by 2030, driven by the issuance of the first operating licenses expected in 2025. Thi ...
Investing.com -- UBS analysts believe that China’s AI sector may be experiencing its own “GPT moment,” with agentic AI poised to transform enterprise software and digital assistants. The bank notes that Chinese AI startups and software companies are rapidly innovating, making applications more cost-effective and widely adopted.A standout example is said to be Monica.ai’s Manus, a ...
Investing.com -- UBS Global Research sees emerging investment opportunities in Europe, driven by Germany’s significant shift in fiscal policy.The newly proposed government spending measures, particularly a €500 billion infrastructure package, signal a departure from Germany’s traditionally conservative budget stance.UBS analysts believe this move could bolster economic growth, increase marke ...