Investors have been advised by UBS to reduce their exposure to stocks with significant ties to China due to concerns about weaker growth projections.

In the Outlook 2025 report, Andrew Garthwaite, chief global equity strategist, stated that China's growth is expected to slow to around 3.7% in 2025 and further decline to 2.7% in 2026.

The report identifies three main risks for companies connected to the Chinese market and highlights the potential impact of these growth forecasts on their performance. As economic conditions in China worsen, investors are encouraged to reconsider their holdings in these sectors.