Orient Securities: Chinese assets have a triple "safety premium," and we remain optimistic about their investment prospects.

MetaMuskRat · 2026-03-27T03:44:32+00:00

People's Financial News, March 26 — Oriental Securities' China Macro Research Team released a research report stating that they remain optimistic about investment opportunities in Chinese assets. Against the backdrop of an upward revision in global asset risk assessments, Chinese assets have the following three "safety premiums": First, over the past decade, China has made significant progress in reducing dependence on traditional energy sources and in replacing them with new energy; second, if international military conflicts become prolonged, trade orders may accelerate their return to the domestic market, boosting China's export momentum in the second quarter; third, the relatively independent trend of the RMB exchange rate may continue the trend of foreign exchange settlement, and in a globally tight liquidity environment, this could provide additional liquidity inflows domestically.

MetaMuskRat

2026-03-27 03:44:32

On March 26, People’s Financial News reported that the China Macroeconomic Research Team of Dongfang Securities released a research report stating that they remain optimistic about investment opportunities in Chinese assets. In the context of rising global asset risk assessment, Chinese assets possess the following threefold “safety premium.” First, over the past decade, China has made significant progress in reducing dependence on traditional energy and replacing it with new energy sources; second, if international military conflicts become prolonged, future trade orders may accelerate the return to domestic markets, boosting China’s export momentum in the second quarter; third, the relatively independent exchange rate of the renminbi may sustain the trend of currency conversion, providing additional liquidity in a globally tight liquidity environment.

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