The Tempo of ‘Advance and Retreat’ Shifts: Insurance Capital’s Allocation Focus Reverts to Dividend-Yielding Assets
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Author:小编   

In the latter half of the year, amid escalating volatility in the A-share market, insurance capital allocation has pivoted from the technology sector to dividend-paying stocks. On September 3, the head of equity investment at a prominent Shanghai-based insurance capital institution remarked that, with the market transitioning from an oversold rebound to a phase of range-bound fluctuations, the investment appeal of dividend-yielding sectors has grown increasingly pronounced. Consequently, the company intends to prioritize allocations to these sectors in the fourth quarter.