Caitong Fund: The A-share market is expected to enter a phase of development characterized by a more favorable overall environment and more pronounced structural features
Looking ahead to 2026, Jin Zicai, Deputy General Manager and Director of Equity Investments at Caitong Fund, believes that the A-share market is poised to enter a phase of development characterized by a more favorable overall environment and deepening structural features. The core drivers of this trend stem from further improvements in the global liquidity environment and the acceleration of industrial trends—such as AI—as they begin to materialize, creating a robust foundation for the overall investment environment.On the macro level, Jin Zicai believes that both global and domestic liquidity conditions are expected to improve simultaneously, laying a solid foundation for the market.Externally, Federal Reserve’s pace of interest rate cuts may accelerate in 2026, significantly easing external constraints on the A-share market and creating a more favorable environment for overseas capital. Internally, domestic monetary policy will continue to support high-quality economic development and industrial upgrading while maintaining reasonable and ample liquidity. (Securities Times)
Source:富途快讯 · Source Link
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