China Reopening (Part II): EU/US – Where is it priced, and where is it not?

In the second of our China reopening podcast series, European and US analysts at UBS assess the EU/US industries fully pricing in a China reopening, and those that can see further benefit.*(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).