China Investment Securities Chief Economist Huang Wentao: We need to accelerate the construction of a unified domestic large market.
Huang Wentao, Chief Economist of CITIC Construction Investment, stated at the CITIC Construction Investment Securities 2025 Mid-term Capital Market Investment Summit that focusing on domestic development, the most important thing is to concentrate on doing well in their own affairs: firstly, accelerating the construction of a unified domestic market, paying attention to solving consumption and income issues; secondly, increasing the policy efforts of "investing in people"; thirdly, maintaining confidence, perseverance, and making good use of policy advantages.
In terms of asset allocation, Huang Wentao advised to continue using dividend assets as the core base assets and actively layout new tracks. Specifically, in the new tracks, he suggested focusing on new consumption, humanoid robots, artificial intelligence, and innovative drugs.
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