CICC's Li Qiusuo: Opportunity outweighs risk, foreign interest in Chinese assets will continue to rise.

date
03/05/2025
Li Qiusuo, Chief Domestic Strategy Analyst at CITIC Securities Research Department, stated that the reevaluation of Chinese assets is still ongoing. The recent global asset volatility triggered by the US "equal tariff" policy is larger than during the trade friction period from 2018 to 2019, but Chinese assets have shown more stability and outperformed those of the US. Li Qiusuo emphasized that the opportunities in Chinese assets are greater than the risks, and he expects overseas investors' interest in Chinese assets to gradually increase. At the same time, he believes that the performance of A-shares in the second half of the year may be better than in the first half.
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