UBS: Expecting global stock markets to rise about 10% by the end of the year, recommending diversified allocation to China, Japan, and Europe

K-LinePoet · 2026-02-20T16:24:48+00:00

UBS Wealth Management expects global stock markets to rise by approximately 10% by the end of the year, with the US remaining the core market. Other regions such as China, Japan, and Europe are also attractive. China's AI and chip support will drive technology stocks higher, and industries like finance and healthcare will benefit from the low-interest-rate environment.

K-LinePoet

2026-02-20 16:24:48

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UBS Wealth Management Investment Chief Office (CIO) recently stated in their latest market outlook that global stock markets are expected to rise by approximately 10% by the end of this year. The U.S. market remains a core component of investors’ stock allocations and still has upward potential. Outside the world’s largest economy, other regions also present attractive opportunities, such as strategic autonomy initiatives, regional fiscal expansion, and structural reforms that are expected to create beneficiaries across various areas, with China, Japan, and Europe being particularly favored. China’s clear support for domestic artificial intelligence (AI) models and chip manufacturing will lay the foundation for further gains in Chinese tech stocks. Meanwhile, in a low-interest-rate environment, domestic investors are chasing yields, and structural benefits such as healthcare companies expanding internationally, the rise of new consumption models, and grid modernization are expected to benefit industries including finance, healthcare, consumer goods, materials, and electrical equipment.

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