UBS analysts reveal why H Shares could outperform A Shares by 21% - here's their playbook
Key Points
- UBS suggests H Shares may outperform A Shares as the weakeni...
UBS just dropped some research that's making traders do double takes: H Shares might be about to steal the spotlight from their A Share cousins, all thanks to the US dollar's apparent decision to go on a diet.
The Swiss bank's analysts are basically saying that when the dollar weakens, H Shares get stronger - kind of like how your portfolio looks better when you convert it to Turkish lira. The logic is refreshingly simple: weaker dollar means more foreign money flowing into Hong Kong stocks, because investors suddenly remember that undervalued markets exist outside of Silicon Valley.
**The G...
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