CITIC Securities: A-share market is expected to return to equilibrium after Julys violent fluctuation

category:Finance
 CITIC Securities: A-share market is expected to return to equilibrium after Julys violent fluctuation


At present, the A-share market is disturbed by overseas risk factors upward and supported by fundamentals and liquidity downward. It is expected to return to equilibrium after the violent fluctuation in July. In a balanced market, any correction and structural disturbance will be the best time to enter the market in the second half of the year. In terms of allocation, CITIC Securities continued to suggest that it should focus on the necessary consumption, pharmaceutical leading enterprises and optional consumption sectors with continuous improvement of the economy, including automobiles, household appliances and social services.