“At present, China's dividend ratio has risen to a very attractive position, and it is expected that it will rise further in the future.” On April 10, Liu Hui, senior fund manager of Invesco Investments, said at Invesco's 2024 second quarter Chinese market outlook sharing meeting. “Some recent economic data showed signs of stabilizing and bottoming out, which clearly boosted the confidence of domestic and foreign investors in the Chinese stock market. Compared with last year, capital from North China is also relatively active, and foreign investors' interest in Chinese assets has clearly increased.” Liu Hui said. Liu Hui believes that if the economy continues to pick up in the second quarter, the market style is likely to shift from dividend defense to a smooth cycle. At the same time, core assets in growth sectors that performed slightly less well in previous years may also perform well in the second quarter. Regarding the investment layout for the second quarter, Liu Hui is more optimistic about three sectors. First, the gap in supply and demand for non-ferrous metals, such as copper, will take a long time to fill; second, the pharmaceutical industry, which is a growing sector, will have a chance to make up because stock valuations are also at a historically low level; and third, the long-term promising humanoid robot sector, especially breakthroughs in AI models, will accelerate the commercialization of humanoid robots. (Surge News)