China Securities: Mou Yiling - Chinese Assets Become "HALO Assets" in the Eyes of Global Investors

MetaMuskRat · 2026-03-13T13:28:45+00:00

Guojin Securities' Mou Yiling pointed out at the spring strategy conference that market attention on AI has shifted from light assets to heavy assets, emphasizing China's attractiveness as a "HALO asset." Meanwhile, he analyzed the global economic situation, believing that current US-China economic cycle opportunities outweigh risks, and is optimistic about the recovery potential of sectors such as energy and industrial metals.

MetaMuskRat

2026-03-13 13:28:45

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People’s Financial News, March 12 — On March 12, at Guojin Securities’ 2026 Spring Strategy Conference, Mu Yiling, Executive Deputy Director and Chief Strategy Officer of Guojin Securities, stated that regarding AI, market focus has shifted from the lightweight “tech narrative” to the heavy-asset “hardware reality.” Chinese assets, due to their high manufacturing sector proportion and tangible assets, are seen by global investors as “HALO assets” (heavy assets, low淘汰). He pointed out that amid global turbulence and reshaping of the landscape, after the outbreak of the US-Iran conflict and the closure of the Strait of Hormuz, oil prices have risen but the increase will gradually stabilize. Currently, the economic cycles of China and the US differ from the Russia-Ukraine conflict, and opportunities still outweigh risks. In terms of industries, there is optimism for energy, industrial metals, Chinese chemicals, power equipment, and machinery. Consumer recovery is expected to occur with an increase in foreign exchange settlement funds.

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