On January 18th, BlackRock Group, the world’s largest asset management company, held a 2025 investment outlook sharing conference in Shanghai in mid January. Fan Hua, head of BlackRock China, said that BlackRock is optimistic about the long-term opportunities in the A-share market and will launch more abundant investment products this year to meet diversified investment needs. Speaking of the A-share market, Shen Yufei, Chief Equity Investment Officer of BlackRock Fund, stated that China’s macroeconomic and capital markets have entered a new stage since September 24th last year. The Central Economic Work Conference proposed to “vigorously boost consumption” and “carry out artificial intelligence+actions”, indicating the policy direction for the future period. From the perspective of global asset allocation, Shenyufei is most optimistic about the investment opportunities in A-shares in 2025. Mainly optimistic about three directions: first, optimistic about technology, because technology is a global trend; Secondly, from a deterministic perspective, we are optimistic about dividend assets; Thirdly, be optimistic about consumption and the impact of policies that promote consumption.
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