Xia Junjie, General Manager of Renqiao Assets, stated that despite the coexistence of opportunities and risks, the stock market in China will still be promising in 2025. First, the recovery of domestic Consumer demand should be prioritized. Opportunities exist in the pharmaceutical, certain CSI SWS Food & Beverage index, Agriculture, Aviation tourism, home, and Car Service industries. Consumer demand should be the most definite and important focus of policies in 2025. Second, the Hong Kong stock market will continue to outperform the A-share market, with the HONGLIETF offering the best cost-performance ratio. Third, Bonds are shifting from a one-sided bull market to two-sided volatility. The one-sided bull market for Bonds has gone through its sixth year since it began in 2018. All financial products will have cycles, and Bonds are no exception.
仁桥资产夏俊杰：看好内需消费、港股红利等，关注通胀走势
Renqiao Assets' Xia Junjie is Bullish on domestic Consumer demand, Hong Kong Stocks dividends, and is paying attention to inflation trends.
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