UBS Says Energy, Financial, and Health-Care Stocks Are Favored



Xi Qiao (financial advisor, managing director at UBS Global Wealth Management) discusses the opportunities that she sees in U.S. stock. She also discusses Chinese American depositary receipts as well as emerging markets. She speaks with Haidi Stolt-Watts & Shery Ahn about “Bloomberg Daybreak Asia”.

Michael Canning

Michael Canning

Michael has a Masters's Degree in Leadership and Juris Doctorate. After working in private business for 10 years, he started writing. He covers law, business, startups, and technology. One of his passions is researching disruptive technology in business. [email protected]

22 thoughts on “UBS Says Energy, Financial, and Health-Care Stocks Are Favored

  • Avatar
    March 30, 2022 at 4:26 pm
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    Great Stuff. I started watching your videos last year as a beginner before giving stock market a trial. I was able to make $972,000 within 3 Months with a capital of $200,000. keep it up!

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    March 30, 2022 at 4:26 pm
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    Great video! BTW who knows the easiest ways to make money now, Real estate, Stocks and …..(POOL⚖️)

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    March 30, 2022 at 4:26 pm
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    I’m sorry but china is the worst place to put you money right now. They have a super lopsided economy where most of the country’s wealth is tied up in real estate assets and how is that doing? Look at all the defaults on bonds to foreign investors. If you can make a bond pay why would if put cash into Chinese equity. I rather run through a lions den with pork chop draws on. As property prices continue to fall it will be hard to fine another fool to over pay for an asset that is loosing value and produces no income. Then there’s the supply chain issues and the fact that their ports cannot operate efficiently and over 100 container ships are stuck at sea and cannot deliver cargo because California governor Gavin has destroyed the trucking industry and will not take responsibility for it. Right now cash is KING and I hope people are taking this time to stack as much as possible to be ready when SHTF. 🔥sale is coming soon

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  • Avatar
    March 30, 2022 at 4:26 pm
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    THE HIGH INFLATION DYNAMICS IS GOING OIN IN US ECONOMY RIGHT NOW MEANS IF US$ STAYS THIS MUCH STRONG STATE BASED ON ITS A HUGE WAGE INFLATION THEN 100% US ECONOMY CANNOT BE OUT OF STAGFLATION MEANS WE WILL HAVE A MUCH MUCH HIGHER INFLATION THAN EVER!!!!!:) INDEED THE PHILLIPS CURVE OF US ECONOMY HAS BEEN FAILED BY THE US FED'S TOOOOOOOO MUCH US$ LIQUIDITIES + 0% RATE FOR TOOOOOOOO LONG TIME STILL 0.0%-0.25% RATE!!!!!!! THAT'S WHY A HUGE WAGE INFLATION HAS ARRIVED AT THE ECONOMY MEANS US$ HAS NO OTHER DIRECTION BUT GOING SOUTH!!!!!!!:) THAT'S WHY I'VE SAID THERE WILL BE A SUPER CYCLE OF COMMODITY!!!!!!! AND INDEED IT HAS STARTED ALREADY!!!!!!!!:)

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    March 30, 2022 at 4:26 pm
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    THAT'S WHY GOLD + OIL PRICE ARE GOING UP AND UP EX) AS I'VE SAID MANY TIMES THAT OIL PRICE IS GOING TO RECOVER 90$ BB/L VERY VERY SOON AND IT WILL BE IN 130$ RANGE AND WILL BE 180$BB/L – 220$ BB/L BETWEEN 2023-2024!!!!!!!!!! WHAT ABOUT US 10YR YIELD+ US FED RATE WILL BE? OF COURSE US 10YR YIELD WILL BE 3.45%- 4.15% BY THE END OF 2022 AND IT WILL BE 5%-6% COMING YEARS + US FED STANDARD RATE WILL BE MORE THAN 4% BY THE END OF 2023!!!!!!!! HOWEVER US$ INDEX IS GETTING DOWN TO THE LEVEL OF 82PT BECAUSE OF A HUGE ECONOMIC RECESSION FROM THE RATE -HIKING CYCLES BY THE FED + OTHER CENTRAL BANKS!!!!!!! AGAIN DO THE MATH!!!!!!!!

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    March 30, 2022 at 4:26 pm
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    NOW JUST LIKE RIGHT BEFORE 2008 THAT WE HAVE A STRONG CORRELATION BETWEEN US$ AND COMMODITY PRICE MEANS AS I'VE SAID MANY TIMES WHEN US FED HIKES ITS STANDARD RATE AGAIN AND AGAIN, COMMODITY PRICES ARE GOING UP AND UP IN LINE WITH RATE-HIKING CYCLE!!!!!!! THIS IS A FINANCIAL ENGINEERING PROBLEM CAUSED BY THE FED OR US ECONOMY CANNOT GET OUT OF A SEVERE STAGFLATION, STRAIGHTLY HEADING TOWARDS NOW!!!!!!!!!!

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    March 30, 2022 at 4:26 pm
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    AGAIN AND AGAIN DO THE MATH!!!!! CHINA + H.K WILL NEVER REOPEN AND 0% EXAGGERATION THAT CHINA GOVERNMENT MADE DECISION TO BE VENEZUELA CUBA N.KOREA!:) NO QUESTION ABOUT IT!!!!!!!!! CHINA DOMESTIC ECONOMY IS INDEED BEING COLLAPSED AND IT GOES FURTHER AND FURTHER!!!!!!:) NOW CHINA GDP GROWTH RATE WILL BE EVEN BELOW 4.0% 2022!!!!!!:)

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    March 30, 2022 at 4:26 pm
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    IN FACT CHINA DOMESTIC ECONOMY IS BEING COLLAPSED AS WE CAN SEE FROM ITS PPI VS CPI VS UNEMPLOYMENT RATE (+RETAIL SALES) AND IT WILL NEVER RECOVER THAT ITS CPI + RETAIL SALES ARE GOING WEAKER AND WEAKER FURTHER AND FURTHER BECAUSE OF TOOOOOOOOOOOOOOOOOOO MANY DEBTS!!!!!!!!!:) AGAIN IT IS A BIG TIME TO BUY GOLD AND OIL!!!! SELL OFF STCOKS + CHINA YUAN + H.K$ BECAUSE CHINA + H.K ARE HEADING TOWARDS THE LAST MOMENT!!!!!! OF COURSE THEY WILL NEVER REOPEN!!!!!

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    March 30, 2022 at 4:26 pm
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    AS I'VE SAID MANY TIMES THAT WAKE UP!!!!! IN 2ND HALF OF 2022, WE WILL SEE MUCH AND MUCH HIGHER ENERGY PRICES THAN WHERE IT IS NOW!!!!!!!!!!! OIL PRICE IS GOING INTO 3 DIGIT NUMBERS VERY VERY SOON AND IT WILL BE GOING UP AND UP TO THE LEVEL OF 130$ BB/L AND WILL BE 180$ BB/L – 220$ BB/L IN 2023 + 2024 BY NOT ONLY GEOPOLITICAL PROBLEMS BUT ALSO FINANCIAL ENGINEERING PROBLEMS CAUSED BY THE FED + BIDEN REGIME!!!!

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    March 30, 2022 at 4:26 pm
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    I lost a lot on Allarity Therapeutics and if they do not get medicine for Covid soon, I do not know what to expect.

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    March 30, 2022 at 4:26 pm
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    SO AS I'VE SAID MANY TIMES THAT TO GET THE HIGH INFLATION DOWN 1. OVERLY VALUED US$ MUST BE DOWN WITH T-BONDS YIELDS HIKINGS!!!! 2. IT WILL REDUCE GRADUALLY WAGE INFLATION 3. THE US FED MUST HIKE ITS RATES AS MANY AS POSSIBLE BEFORE STAGFLATION ENTRENCHED INTO US ECONOMY!!!!! MEANS BEFORE TOOOOOOOOOO LATE US FED MUST HIKE ITS RATES AS MANY AS POSSIBLE HOWEVER THERE IS NO WAY TO AVOID ENERGY PRICE HIKINGS FURTHER AND FURTHER UNTIL THE FED BALANCE SHEET GOES DOWN MUCH!!!!!!!! DO THE MATH!!!!!!!! AND GOLD IS THE SOLE UNIVERSAL CURRENCY TO STORE THE WEAKENING US$ VAUE!!!!!!! THAT'S WHY I'VE SAID MANY TIMES THAT SELL OFF CHINA YUAN + H.K$ + BITCOIN AND BUY GOLD + OIL!!!!!!!!!!!!!

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    March 30, 2022 at 4:26 pm
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    LET ME TELL YOU SIMPLE MACROECONOMY TRUTH ABOUT SUPPLYING CHIAN THAT IT IS ONLY GOING TO GET WORSE AND WORSE YOU KNOW WHY? BECAUSE 1. ENERGY PRICE IS GOING UP AND UP AS I'VE SAID MANY TIMES ALREADY 2. THOSE HIGH ENERGY PRICE ALREADY HAS BEEN DRAGGING SUPPLYING CHAIN INTO MORE AND MORE PROBLEMATIC SITUATION BECAUSE LET SAY CHINA NOW IS HAVING A WORST POWER CRUNCH PROBLEM YOU KNOW WHAT I MEAN? 3. TOOOO STRONG US$ WITH TOOOOOOOO MANY US$ LIQUIDITIES ARE CAUSING ALL OF CURRENT SUPER HIGH INFLATION PROBLEMS IN USA + THE WORLD ECONOMY THAT TOOOOOOO MUCH INJECTED US$ INTO ECONOMY SHOULD HAVE RESULTED IN WEAK US$ VALUE HOWEVER US$ WENT TO TOTALLY OPPOSITE DIRECTION THAT IT HAS BEEN TOOOOOO MUCH OVERVALUED THAT'S WHY SIMULTANEOUSLY WITH WAGE INFLATION, STRONG US$ HAS CAUSED ALL OF SUPPLYING CHIAN PROBLEM + A SUPER CYCLE OF COMMODITY MARKET!!!!!!!!!

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    March 30, 2022 at 4:26 pm
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    DO THE MATH THAT CHINA + H.K FINANCIAL SYSTEMS ARE HEADING TO THE LAST MOMENT!!!!!!!!!!! AGAIN SELL OFF CHINA YUAN + H.K$!, VERY SOON OR LATER THOSE CURRENCIES ARE STATRING TO COLLAPSE!!!!! THERE IS NO QUESTION ABOUT IT!!!!!!!!!!!!!!!!!

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    March 30, 2022 at 4:26 pm
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    AGAIN AND AGAIN GOLD PRICE HAS NO OTHER OPTIONS BUT GOING UP AND UP TO THE LEVEL OF 2K$ IN 1ST Q OF 2022 AMD IT WILL BE 10K$-15K$ IN COMING YEARS + OIL WILL RECOVER 90$ BB/L VERY VERY SOON AND IT WILL BE 130$ BB/L IN THE 4TH Q OF 2022!!!!! AND IT WILL BE IN THE RANGE OF 180$ BB/L TO 22O$ BB/L BETWEEN 2023-2024!!!!!

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    March 30, 2022 at 4:26 pm
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    AGAIN IT'S A BIG TIME TO SELL OFF STOCKS THAT NOW STOCKS ARE NOT ABLE TO BE ANY HEDGE AGAINST STAGFLATION!!!! UNDER CURRENT CIRCUMSTANCES ONLY GOLD + OIL ARE THE ONLY HEDGES AGAINST STAGFLATION!!!!!!!

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    March 30, 2022 at 4:26 pm
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    CHINA CPI + RETAIL SALES ARE GOING MUCH AND MUCH WEAKER THIS YEAR AND COMING YEARS!!!!!!!!!! ——> CHINA CPI IS JUST 1.5% + ITS RETAIL SALES JUST 1.7% HOW ITS GROWTH RATE CAN BE EVEN 4.0%?! IN THE 4TH Q:) ———–> COME ON!!!!!!!!!!!!!!! BE HONEST CHINA GOVERNMENT!!!!!!!:)

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    March 30, 2022 at 4:26 pm
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    SEE? IF WE DO THE MATH IN ANYWAY, CHINA CANNOT AVOID ITS NATIONAL DEFAULT!!!!!:)

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    March 30, 2022 at 4:26 pm
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    AGAIN CHINA 2020 GROWTH RATE +2.3% + 2021 8.1% (IF WE TRUST CHINA GOVERNMENT DATA) + 2022 3.8% = AVG 4.7% -(6.2%) = -1.5% MEANS MUCH WAY BELOW FROM 6.2% CAN BLOCK ITS NATIONAL DEFAULT!!!!!! AGAIN CHINA GROWTH SPEED CANNOT OUTPACE ITS GROWING SPEED OF DEBT!!!!:) NO WAY TO AVOIND ITS NATIONAL DEBT!!!!!!! NO QUESTION ABOUT IT!!!!!!:)

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    March 30, 2022 at 4:26 pm
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    THERE ARE MORE AND MORE COUNTRY GARDENS + EVERGRANDES + MINSHEING + HUARONG + SHIMAO ETC ETC!!!!!!!!!! DO THE MATH!!!!!!!! NOW CHINA JUNK BOND RATE IS STILL 20%-25% HOWEVER PBOC CUT ITS LPR 1 YR TO 2.85% + 7DAYS REPO RATE 2.10% AND THEN WHAT?!:) ONLY THE WORST FINANCIAL IMBALANCE BETWEEN PPI VS CPI VS UNEMPLOYMENT RATE IS ACCERALATING FASTER AND FASTER FURTHER AND FURTHER!!!!!!!!!!!!!!!!!! IT IS FINISHED!!!!!!!!!!

    Reply

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