主题相关资讯: 新基建


我们观察到资产配置模式在转变:在传统的地域或因子主导的基础模式上需要注入更多对新旧产业区分及大趋势发展的考量,从而在经济结构性改变中捕捉到长期超额收益。


Jan 15, 2021


The term "dual circulation” is one of the hot searches in China and receives great attention after President Xi first expressed this idea at a top official meeting held earlier this year. He then elaborated further that China’s economic model will be involving an internal circulation developing a substantial domestic market, and an external circulation deepening the international trade. The latest meeting of Communist Party’s Central Committee reinforced this policy will be the core component of the 14th five-year plan for the development between 2021 and 2025.


Nov 4, 2020