asiangames2020| Li Muyang of Huatai Bairui Fund: Most investors are paying more and more attention to the allocation of broad categories of assets in broad-based ETFs and can consider allocating global regional QDII

Theme: 2024 Fund High-Quality Development Conference: Hundreds of big names gathered to discuss new investment opportunities

May 18asiangames2020, Sina Finance 2024 Fund High-Quality Development Conference grandly kicks off! Regulators, top-class economists, more than 20 public fund leaders, nearly 100 fund managers, and nearly 30 popular financial and financial celebrities gathered in Pengcheng to talk about the development of the fund industry and new opportunities for fund investment!

Li Muyang, Assistant Director and Fund Manager of Huatai Bairui Fund Index Investment Department, participated in the round-table dialogue with the theme of "Investment Windvane-Searching for New Opportunities for ETFs and Theme Funds" and shared his views on ETF investment opportunities.

He said that we can see that there is a certain trend in the market that is going back to basics. Most of them are paying more and more attention to broad-based ETFs. At the end of last year, the scale of ETFs related to the Shanghai and Shenzhen 300 Index was growing. When the market goes down, whether we should also Consider bottom-line thinking. If it is consistent with both new quality productivity and the future development direction of the nine national issues, I think everyone should pay attention to the Shanghai and Shenzhen 300-related ETF products.

He also pointed out that most of the constituent stocks of Hong Kong stocks are listed in China. On the one hand, the valuation of Hong Kong stocks is too cheap. In terms of global pricing, foreign investors will definitely buy it. It can be seen that the liquidity of Hong Kong stocks is shrinking, and the trading volume of a day is not as high as that of U.S. stocks. The trading volume of a stock is high, but it is easy to rise if money comes in. In addition to Hang Seng Technology, like the recently popular Hong Kong Stock Connect dividend, the dividend yield of Hong Kong stocks is particularly high, and investors are very willing to allocate it in the long run. We have also made a lot of attempts in terms of QDII. For investors, if you want to allocate large-scale assets, products such as Southeast Asia and China-South Korea semiconductors can consider allocating some.