May 08, 2021 12:43 PM (GMT+8) · EqualOcean
Yang Minghui, general manager of CITIC Securities, said that he would unswervingly long China in the next few years. On the one hand, it is due to the vigorous development of China's economy; on the other hand, it is due to the low securitization rate in China. From the industry point of view, he is optimistic about four industries: health care, big consumption, carbon neutral (new energy) and TMT. From the product point of view, he believes that he can invest in ETFs or theme funds of the above four industries.