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Morgan Asset Management held the “Global Market Overview and Active ETF Seminar for the Fourth Quarter of 2026”. Zhu Chaoping, senior global market strategist at Morgan Asset Management, pointed out at the conference that at present, China's economy continues to be structurally divided, exports remain resilient, consumption is recovering moderately, and real estate investment is still weak. Market adjustments since September may have taken into account many pessimistic expectations. As market valuations fall, investment values in some sectors have begun to show. As policy support increases and the overseas AI technology sector is expected to stabilize, the trend in the A-share market may improve.

Zhitongcaijing·11/03/2026 11:09:20
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Morgan Asset Management held the “Global Market Overview and Active ETF Seminar for the Fourth Quarter of 2026”. Zhu Chaoping, senior global market strategist at Morgan Asset Management, pointed out at the conference that at present, China's economy continues to be structurally divided, exports remain resilient, consumption is recovering moderately, and real estate investment is still weak. Market adjustments since September may have taken into account many pessimistic expectations. As market valuations fall, investment values in some sectors have begun to show. As policy support increases and the overseas AI technology sector is expected to stabilize, the trend in the A-share market may improve.