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Guotai Haitong Securities: A-Shares Anticipated to Stay within a Range-Bound Volatility, Highlighting July's Policy-Driven Structural Opportunities
2 week ago /
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Author：小编
Guotai Haitong Securities observes that despite a moderate economic recovery, external disruptions persist, suggesting that A-shares may persist in a range-bound volatility pattern. In July, investors are advised to focus on structural opportunities stemming from policy expectations. Regarding asset allocation, it is recommended to anchor on dividend-paying, low-volatility stable assets, while concurrently allocating to growth assets such as technology and new consumption sectors to capitalize on earnings flexibility.
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