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China tech seen as dollar hedge, with focus on earnings, Fed

Lower valuations, government support and loose fiscal policy set against a cyclical backdrop in China is encouraging investors to rotate into ​technology and diversify away from the U.S., UBS fund managers told Reuters this ‌week in Davos, Switzerland.

DAVOS, Switzerland, Jan 23 (Reuters) – Lower valuations, government support and loose fiscal policy set against a cyclical backdrop in China is encouraging investors to rotate into ​technology and diversify away from the U.S., UBS fund managers told … [2340 chars]

Source: Reuters | Published: 2026-01-23T17:25:00Z

Credit: Reuters

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