CITIC Securities said market style is facing a short-term test and that capital positioning could drive a shift from high-priced sectors to lower-priced ones.
According to Jin10, a CITIC Securities research note said that with low holdings and low valuations in the consumer sector, along with relatively higher dividends and potential policy expectations, the value of a temporarily balanced, sector-based allocation has become more evident.
The brokerage recommended four main allocation themes: supply-side reversal opportunities in agriculture (breeding), long-term expansion in service consumption, valuation opportunities in essential consumer goods, and long-term structural opportunities in new consumption.
STOCKS | Brokerage Says Market Style Faces Short-Term Test, Recommends Four Allocation Themes
2026-07-07 02:50:02
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