UBS: Emerging market stocks not fully pricing in tariff risks ...Middle East

Over 35% of MSCI EM revenues come from exports, with 13% tied to the U.S., leaving them vulnerable as reciprocal tariffs take effect. UBS estimates the current average U.S. tariff rate of 16% could climb to 21%—up sharply from just 2.4% in 2024—if earlier tariff levels are fully reinstated.

UBS's stress tests suggest tariffs and related economic slowdown could cut EM earnings by 6–9%, yet earnings forecasts have only been trimmed by 3% in recent months. As more downgrades come through, UBS expects this will weigh on EM equity performance going forward.

Earlier:

J.P. Morgan revises EMFX overweight call, citing overbought signals This article was written by Eamonn Sheridan at www.forexlive.com.

Read More Details
Finally We wish PressBee provided you with enough information of ( UBS: Emerging market stocks not fully pricing in tariff risks )

Also on site :

• South Africa seeks US trade deal after Trump’s 30% citrus tariff
• Japan starts deploying Osprey fleet at a new base to beef up southwestern defense
• Josh O’Connor Goes Full Cowboy in ‘Rebuilding’ as Director Max Walker-Silverman Takes on Life After the Fires: ‘Loss Often Comes With Love’