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Xi Qiao
UBS managing director and financial advisor offering wealth-management perspective on how US policy developments, Fed rate expectations and AI spending may affect Asian and emerging markets.
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Nov 12, 2025
• 19min
China Singles Day Sets Record, Stocks Gain on US Government to Reopen
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Xi Qiao, a UBS managing director, discusses the remarkable surge in China's Singles Day sales, driven by consumer demand despite deflation worries. He predicts that a potential U.S. government reopening and Fed cuts could positively impact Asian markets. Meanwhile, Dean Smith from Folio Beyond analyzes market rotation towards drug stocks and the risks tied to AI valuations and debt financing. They both highlight emerging markets as attractive investment opportunities amid shifting global dynamics.
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