At the beginning of the new year,Shanghai Investment Morgan FundThe latest live show is here. This live broadcast still invited a number of heavyweight guests, focusing on the theme of “making an appointment with time and embracing the era of investment”,Orient SecuritiesXu Haining, Vice President and General Manager of Wealth Management Business Headquarters, Shanghai Investment MorganfundDeputy General Manager and Investment Director Du Meng,Orient SecuritiesAssistant President, Chief Economist Shao Yu and many other big names gathered together to make incisive analysis and comments on the future market and popular industries. The whole live broadcast event can be said to be full of dry goods.
Orient SecuritiesXu Haining, Vice President and General Manager of Wealth Management Business Headquarters, believes that with thesecuritiesWith the development of the market and the continuous emergence of investment opportunities, China has ushered in the “Highlight Era” of the wealth management industry. Xu Haining pointed out that, on the one hand, with the economic development and the increase of per capita disposable income, the current Chinese society has accumulated a large number of wealth management target customers.On the other hand, with no riskinterest rateWith the decline and the implementation of new regulations on asset management, Chinese residents will increase the allocation of financial assets, especially equity assets, in the future. In addition, the current Chinese capital market system is improving day by day. Under the resonance of multiple favorable factors, the wealth management industry will accelerate its development.
Xu Haining further pointed out that 2022 is the first year after the transition period of the new asset management regulations, and from the product supply side, higher requirements are put forward on the active management ability and professional judgment strength of asset managers. For the wealth management side, more professional service capabilities will be considered. As for how to carefully select funds to better serve customers, Xu Haining shared,Orient SecuritiesFund managers, fund managers and fund products will be comprehensively evaluated and carefully selected through a three-level screening mechanism. “We hope to use ESG standards to identify fund managers, with the aim of creating long-term value for customers, and to promote the healthy development of the entire industry, forming a virtuous circle of customer-fund-manager-real economy.” Xu Haining emphasized.
Looking ahead to 2022,Orient SecuritiesChief Economist Shao Yu believes that with the word “stable” at the forefront, the fiscal policy in 2022 willcurrencyPolicies are expected to be more active, and the stable operation of the overall macro economy can be expected. Du Meng, investment director of Shanghai Investment Morgan Fund, also said that he is more optimistic about the market in 2022. Du Meng pointed out that after nearly a year of adjustment, the valuations of most assets in the entire market have reached a relatively balanced or reasonable state. At the same time, there is confidence in the recovery of the macro economy in 2022, and market liquidity will be relatively loose. In terms of investment opportunities, Du Meng believes that the market opportunities in 2022 will be relatively balanced. Not only long-term optimistic new energy,semiconductorIndustries, including consumption and medicine, will have bottom-up opportunities this year. Even some traditional industries, such as building materials, light industry, etc., if the prosperity starts to recover, the cost performance is not bad, and there are also some opportunities that can be tapped from the bottom up.
(Article source: Chinasecuritiesnewspaper)
Article source: China Securities Journal
Responsible editor: 73
Original title: Shanghai Investment Morgan Fund and Orient Securities Embrace the Great Investment Era: The Wealth Management Industry Has Entered the “Highlight Era”, and Market Opportunities Will Be Relatively Balanced in 2022
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