Schroder Fund's Deputy General Manager An Yun: Seizing structural opportunities may become the "trump card" for A-share investment.

date
26/07/2025
Recently, An Yun, Deputy General Manager of Schroder Fund, stated that from a global perspective, based on the judgment that trade impact is weaker than expected and the probability of global economic recession has significantly decreased, Schroder Investment Group has recently upgraded its rating for stocks. Among them, the rating for the US equity market has been upgraded from neutral to positive, and we continue to be optimistic about the financial sector of the US stocks. In terms of regional perspectives, emerging markets such as Europe, Greater China, and South Korea are more attractive. Although there is still uncertainty in the future of the A-share market, the liquidity will remain loose under downward economic pressure, and the factors related to US-China relations have been fully anticipated. These factors may help alleviate the downside risks in the market, so seizing structural opportunities may become the "ace in the hole" for investing in the A-share market in the second half of the year.