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Pro-cyclical ETFs Draw Substantial Inflows; Fund Managers Outline Three-Dimensional "Anti-Involution" Strategy
1 week ago /
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Author：小编
Recently, the momentum behind the "anti-involution" policy has fueled a steady rise in related thematic markets within the A-share landscape, with notable performances in sectors such as steel, cement, photovoltaic, and new energy vehicles. Wind data reveals that within the past month, the steel ETF has surged over 18%, while both the photovoltaic ETF and coal ETF have climbed more than 10%. Many fund managers have delved into the shift, noting that "anti-involution" thematic investments are transitioning from being policy-expectation-driven to a stage of fundamental validation. The efficacy of policy implementation and substantial improvements in supply-demand dynamics will emerge as pivotal factors shaping future market trends.
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