CITIC Securities' Huang Wentao: 2026 is the "year of strategic counterattack," optimistic about renminbi assets.

At the 2026 Capital Market Summit of Citic Jiantou Securities, Chief Economist Huang Wentao delivered a speech stating that, from an overall perspective, 2026 is a year of consolidating the foundation and making comprehensive efforts to strengthen. From an external environment perspective, it is a year of strategic counterattack. From an economic structure perspective, it is a year of innovation and nurturing new industries. From a growth perspective, it is a year of boosting domestic demand and building a strong domestic market. From a policy space perspective, it is a year of more active fiscal and monetary policies and double easing measures. From a risk challenge perspective, it is a year of risk convergence. It is optimistic about Renminbi assets that are consolidating the foundation, making comprehensive efforts, embracing a new round of technological and industrial revolution as the theme of the "15th Five-Year Plan" period.