Jun 26, 2022 08:54 PM (GMT+8) · EqualOcean
According to the investment strategy, in the second half of 2022, China's economy will enter a new round of upward credit cycle, the global economy will enter a recession, and the yield of US bonds is expected to peak. A shares will continue the previous trend, showing a shock upward trend, and the probability of going out of √ throughout the year will further increase. The industry configuration takes "Pan new energy" and "social finance drive" as the main line. Before the substantial improvement of medium and long-term social finance, the related fields of new industry trend have better performance. After the improvement of social finance, infrastructure investment has stabilized, and the real estate chain and bancassurance are expected to perform better. The style will gradually evolve from small cap growth to large cap value.