ubs equities

UBS says Australia's economy is splitting in two. Here are the nine stocks it's backing to win, and the four it just cut from the list.

UBS has crunched the numbers on which ASX stocks are most vulnerable to rising rates, and which could emerge as relative winners.

UBS expects the ASX to rise on earnings strength, with mining, consumer and industrials driving the strongest growth.

Take profits on winners and buy companies with this characteristic, says Richard Schellbach.