UBS Australia: Stay With Cyclicals Amid Tech Woes
Affected assets and topics
GROWTH
PROFIT
EARNINGS
Why it matters
UBS Australia's Richard Schellbach predicts a 10% profit growth for the ASX 200 in 2026, driven by miners and banks, while tech earnings decline.
Article tone
Neutral
How the article is written, as reported by the source.
Expected market reaction
Market impact analysis based on bullish sentiment with 90% confidence.
Evidence trail
Evidence
Source
Bloomberg
Claim
UBS Australia: Stay With Cyclicals Amid Tech Woes
AI inference
Bullish · 90%
Generated
2026-02-10 03:56
AI provenance
Technical identifiers
- Provider tag
- groq-llama-3.1-8b-instant
- Analysis version
- groq-llama-3.1-8b-instant
- Article id
- 43718
Original source
UBS Australia’s Richard Schellbach says ASX 200 profit growth is set to top 10% in 2026, with miners and banks driving momentum while tech earnings shrink. Schellbach discusses his outlook for Australia corporate earnings on Bloomberg’s The Asia Trade. (Source: Bloomberg)
Read the full article on Bloomberg
Original article published by Bloomberg on February 10, 2026. Analysis and insights provided by AnalystMarkets AI.