Lianbo Fund Zhu Liang: A-share market is attractive to global investors.

date
24/05/2025
Zhu Liang, Deputy General Manager and Chief Investment Officer of Lianbo Fund, recently stated that for global investors, A-shares have lower correlation with other markets and have relatively good defensive attributes. The Chinese capital market is mainly driven by internal factors, providing overseas investors with a good target for diversification. In addition, the overall valuation of the Chinese market is lower than overseas markets, and there are many high-quality companies with healthy cash flows, making the Chinese stock market very attractive. Zhu Liang stated that Lianbo focuses on high-quality enterprises, seeking out companies with stable core business operations and mature business models. In terms of value, they will lean towards companies with predictable profit models, healthy cash flows, and governance structures expected to improve continuously; in terms of growth, they will allocate to companies with profitable models and steady cash flow growth.