In the recent adjustment market, funds are quickly entering the market through ETFs

Wallstreetcn
2025.12.17 22:38

Institutions generally hold a relatively optimistic attitude towards equity assets. Franklin Templeton publicly stated that the equity risk premium of the CSI 300 Index is still above one standard deviation, and compared to the continuously declining risk-free interest rate, the risk compensation for equity assets remains considerable. At the same time, macro liquidity support is still favorable, and the credit cycle of major global economies is expected to continue a moderate expansion trend, creating relatively favorable conditions for equity and commodity assets. Under the combined effect of sustained domestic demand policies and marginal stabilization of external demand, corporate profit recovery is expected to be further solidified. (Shanghai Securities Journal)