Bond value-added tax policy stimulates public offering outsourcing demand "fixed income +" or increase allocation of dividend assets.

date
06/08/2025
Recently, due to changes in value-added tax policies, the bond market has experienced significant fluctuations. In the short term, the "new and old boundaries" have led institutional investors to scramble for opportunities, with trading opportunities becoming more apparent. In the long term, institutional investors such as banks, insurance companies, and securities firms may adjust their bond investment strategies to pursue higher returns in the low-interest rate era, seeking investment opportunities in dividend assets and "fixed income +". At the same time, as public mutual fund management products enjoy a "halved" tax exemption, it is not ruled out that more banks and insurance funds may choose to entrust external public mutual fund management for bond investments.