Kasai Wealth Vice General Manager Kuang Xia: Investors need diversified asset allocation, with the value of commodities such as gold, copper, and rare earths highlighted in their allocation.

On December 27th, Kuang Xia, Deputy General Manager of Jiashi Wealth, stated at the Sanya Finance International Forum that in today's global economic slowdown, it is difficult for a single type of asset to provide the required returns for accounts. Investors need to diversify their asset allocation across cycles. She pointed out that bonds are the "ballast" of an account, with the Fed starting an interest rate cutting cycle, investment-grade bonds have valuation advantages; stocks are the engine for growth, especially in the fields of AI technology and hard technology. In addition, in today's increasing global uncertainty, the value of commodities such as gold is highlighted, which can be used as a risk hedging tool. At the same time, commodities like copper and rare earths, which benefit from global AI infrastructure investment, also have good prospects.