Yifan Hu

Chief Investment Officer and Head of APAC Macroeconomics at UBS Wealth Management, providing macroeconomic outlooks and commentary on China's growth, policy and sector themes.

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Nov 13, 2025 • 25min

China's Growth Forecast, US House Passes Spending Bill to End Shutdown

Yifan Hu, Chief Investment Officer at UBS Wealth Management, shares insights on China's projected 2025 GDP growth and the impact of AI on jobs and industries. He notes that while industrial output and AI-driven sectors may lead the recovery, property challenges persist. Mike Dixon from Horizon Investments analyzes U.S. market trends post-government shutdown, highlighting Cisco's AI momentum and the importance of upcoming economic data for Fed decisions. He recommends small and mid-cap investments and emphasizes global exposure, particularly in China.

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