UBS Global Wealth Management advises Chinese investors to adopt a defensive strategy amid weak consumption and looming tariff increases from the U.S. President-elect Trump. Investors are encouraged to seek stocks with dividends over 6%, particularly in the banking, utilities, and energy sectors, as the CSI 300 Index faces significant declines.Despite government stimulus efforts, concerns about economic stability persist, prompting the Chinese government to issue ultra-long special treasury bonds to support consumer product programs and major projects. Meanwhile, bond yields have reached historic lows, with the 10-year government bond yield falling below 1.6%.
