Lates News
Zhu Liang, Deputy General Manager and Investment Director of Lianbo Fund, recently stated that for global investors, A-shares have relatively low correlation with other markets, making them a good defensive option. The Chinese capital market is mainly driven by internal factors, providing overseas investors with a good target for diversified investment. Furthermore, the overall valuation of the Chinese market is lower than overseas markets, and it has many high-quality enterprises with healthy cash flows, making the Chinese stock market attractive. Zhu Liang stated that Lianbo Fund will focus on high-quality enterprises with stable main 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.
Latest