News summary
Pro-cyclical industries and financial sectors have been boosted by favorable policies. The valuation of insurance assets has restored the resonance of the three major drivers, focusing on the performance of real estate, chemicals, commodities and other fields.
Newsletter text
The secondary market welcomes newbingobonusinvestment opportunities
With the dual benefits of economic recovery and policy stimulus, pro-cyclical sectors such as real estate, chemicals, light industry, and machinery have shown new vitality.
Amid global liquidity and expectations of interest rate cuts in the United States have benefited the commodity and metals sectors.
The clearing of the supply side and the transformation of production capacity have made the pig cycle a new focus of market attention.
The introduction of the National Nine Articles and the mitigation of real estate risks have provided strong support for the non-bank financial sector.
