CITIC Construction Investment: Keep a close eye on Middle East developments and seize China's advantageous assets

Ask AI · How do China’s advantageous assets stand out in value under inflationary pressure?

On April 4th, CITIC Securities stated that, regarding the A-share market, although overall market expectations for funds have been somewhat panic-stricken over the past month, there are currently signals indicating that this mid-term correction is nearing its end, and the long-term logic of reforming the capital market during this bull market has not changed. Therefore, left-side funds can wait for buy signals, seize China’s advantageous assets, and make strategic allocations. Although the global economy and markets are facing dual pressures of inflation and recession, China’s economy benefits relatively, and A-shares are expected to lead the global stock markets. It is recommended to continue focusing on China’s advantageous assets.