UBS sees EM Asia set for gains in 2026; overweight on China, cuts Thailand

UBS has projected that emerging markets in Asia are poised for gains in 2026, highlighting a positive outlook for the region. The financial institution has adopted an 'overweight' investment stance on China, indicating confidence in its economic performance. Conversely, UBS has decided to cut its investment stance on Thailand, suggesting a more cautious approach towards the country's market. This shift in investment strategy reflects broader trends and investor sentiment in the region, making it a significant development for stakeholders in Asian markets.