BlackRock's Chief Equity Investment Officer Shen Yufei: There is no reason not to expect good performance from China A stocks in the second half of the year.
According to Shen Yufei, Chief Equity Investment Officer of BlackRock Fund, this year the overall policy intensity is increasing, and the country's emphasis on economic development is significantly strengthened. The introduction of policies to stimulate consumption and counteract the trend of overwork will help listed companies' profit-making ability to receive greater policy support than last year, and the operating environment is stabilizing and improving. Shen Yufei stated that, overall, there have been significant changes in the macro environment, corporate profits, and regulatory attitudes towards the stock market. "We have every reason to expect good performance from China A shares in the second half of the year." Against the backdrop of ongoing macro uncertainties, the technology sector is expected to become a structural highlight.
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