Investors are “selling America” in spades Tuesday: The 10-year Treasury yield is at its highest point since August; the U.S. dollar slid; and the traditional safe-haven metal investments—gold and silver—surged once again to record highs.The CEO of UBS Group, the world’s largest private bank, thinks this market is making a “dangerous bet.”“Diversifying away from America is impossible,” UBS Group CEO Sergio Ermotti told Bloomberg in a television interview at the World Economic Forum in Davos, Switzerland, on ...

Group 1 - UBS CEO Sergio Ermotti warns that selling U.S. assets and the dollar is a "dangerous bet" for investors [1] - Ermotti emphasizes that it is impossible to completely shift asset allocation out of the U.S., as it remains the world's strongest economy [1] - The U.S. Treasury bonds faced selling pressure, and the S&P 500 index declined amid rising tensions between President Trump and NATO allies over Greenland [1] Group 2 - UBS, as the world's largest wealth management firm, has nearly $7 trillion in assets and is seeking to expand its wealth management business in the U.S. [2] - The bank's application for a full banking license in the U.S. has received conditional approval [2] - Ermotti states that the U.S. market continues to be a focal point for UBS due to ongoing wealth creation and innovation in the economy [2]

Zurich Insurance Group AG has gone public with a £7.67 billion ($10.3 billion) bid to buy Beazley Plc, increasing pressure on the UK-listed company it’s been wooing for more than 12 months.The Swiss insurer offered to buy London-based Beazley at 1,280 pence a share in cash, according to a statement Monday, a 56% premium to the company’s closing price Friday. A deal would create a “global leader” in specialty insurance with about $15 billion of gross written premiums, Zurich said. The proposal is the fifth m ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists, ensuring independent content production [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is committed to adopting technology to enhance its workflows, utilizing decades of expertise among its content creators [4] - The company employs automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]

Group 1 - The core viewpoint is that China's capital market is rapidly evolving and is expected to become a significant player in global investment, particularly in emerging technologies like AI [2][3] - By 2025, the Chinese technology sector is anticipated to experience a surge in innovation and growth, positioning China as a key market for international capital diversification [3][4] - UBS has seen a dramatic increase in trading volume, growing over 30 times from 2019 to 2025, indicating a significant leap in the scale of China's capital market [4][5] Group 2 - The MSCI China Index is currently trading at a price-to-earnings ratio of approximately 13 times, which is slightly above its ten-year average, suggesting it is undervalued compared to other emerging markets [5][6] - The integration of AI technology into traditional industries is seen as a major driver of economic growth in China, with significant potential yet to be realized [6][7] - UBS predicts that the Hong Kong IPO market will lead globally in fundraising in 2025, with expectations of raising over 300 billion HKD and listing between 150 to 200 companies in the first half of 2026 [6][7] Group 3 - UBS aims to deepen its integrated service model and enhance its offerings to meet diverse client needs, focusing on providing comprehensive financial services [7][8] - The company plans to leverage its global network to assist Chinese enterprises in expanding internationally, facilitating various financing needs such as IPOs and cross-border mergers [7][8] - UBS has established itself as a key player in the Chinese market, being the first foreign-invested full-licensed securities firm, which strengthens its role in supporting technological innovation [8]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists, ensuring independent content production [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists, ensuring independent content production [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

（文章来源：每日经济新闻） 每经AI快讯，1月19日，德国商业银行、德意志银行和瑞银集团股价分别下跌2.6%、2.1%和1.6%。 ...

星展银行高级投资策略师邓志坚认为，随着美元指数走弱，美股科技板块高度集中，市场对多元化资产 配置的需求持续上升，包括中国在内的亚太市场成为全球投资者的核心关注区域。 "中国资产不可回避""外资投资策略展现出更长远的眼光"……近期多家国际金融机构表示，持续看好中 国经济基本面及中国资产表现，随着中国经济核心竞争力被国际资本重估，预计中国资产在全球投资组 合中的权重将系统性提升。 "对于中国资产，外资正转向更主动、更长期选择中国标的并参与交易。"在近日的一场媒体见面会上， 瑞银集团中国区总裁、瑞银证券董事长胡知鸷说。 "在近期港股IPO和再融资项目中，国际长线资金作为基石或者核心机构投资者的参与度明显提高。"胡 知鸷透露，一般来说，基石投资者要和发行人签订协议，必须要接受6个月锁定期限制，一些投资者对 成为基石往往存有顾虑。"但现在包括主权基金在内，大家都争着做基石投资者，生怕抢不到好标的。" 瑞银统计数据显示，2025年外资参与中国资本市场并购交易的活跃度明显提升，中国境内由外资参与的 并购交易年度总额已攀升至600亿元人民币，创10年新高。 在花旗集团大中华区首席经济学家余向荣看来，"中国资产不可回避"正在成 ...

"中国资产不可回避""外资投资策略展现出更长远的眼光"……近期多家国际金融机构表示，持续看好中 国经济基本面及中国资产表现，随着中国经济核心竞争力被国际资本重估，预计中国资产在全球投资组 合中的权重将系统性提升。 多位金融人士指出，中国经济自身练好内功是吸引全球资金的根本所在。余向荣表示，2025年是中 国"十四五"规划收官之年，各项战略目标的实现情况令人鼓舞。"中国通过一个又一个五年规划稳步推 进战略目标，这种长期战略的执行力是外资重新评估中国价值的重要考量。" 对于2026年中国经济基本面和中国资产的前景，多家外资金融机构纷纷投下信任票。 汇丰银行发布的2026年展望报告认为，随着提振内需成为中国政策重点，结构性改革持续推进，对外开 放持续扩大，中国经济将持续保持稳步增长。"创新能力将成为中国在庞大生产能力、超大规模市场之 外的第三大核心优势，持续吸引外资布局中国。" 高盛在一份展望报告中表示，在人工智能快速发展、企业出海以及相关政策的推动下，中国上市公司的 利润增速预计将从2025年的4%提速至14%。"2026年预计将有多路长线资金持续流入中国市场。" 瑞银统计数据显示，2025年外资参与中国资本市场 ...