UBS says ‘underweight the names with high China exposure’

U.S. names with China exposure face weaker growth, wrote Andrew Garthwaite, chief global equity strategist at UBS, in his Outlook 2025 report.

He said that there are three general threats to China-exposed stocks:

• Weaker growth: about 3.7% in 2025 and 2.7% in 2026.