Rihto Investment Chairman Wang Wen: Current Market is in Bull Market Environment, Asset Allocation Should Have Certain Aggressiveness

GateUser-bd883c58 · 2026-03-22T14:54:16+00:00

At Zhao Shang Fund's investment strategy conference, Wang Wen is optimistic about the financial sector, believing that the insurance segment has valuation repair opportunities, real estate will gradually stabilize, and the banking industry will be the first to reflect signals. At the same time, he believes that securities companies have great potential in a bull market with insufficient market recognition, and stated that the market performance this year has been good.

GateUser-bd883c58

2026-03-22 14:54:16

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On March 13, at the China Merchants Fund 2026 Spring Investment Strategy Conference, Wang Wen, Chairman of Shenzhen Ridu Investment Management Co., Ltd., expressed optimism about the financial industry.

He pointed out that the valuation of the insurance sector remains at a historic low, and the simultaneous improvement of both asset and liability sides of the industry will bring significant valuation recovery opportunities.

“Real estate is likely to gradually emerge from the downturn and stabilize.” Wang Wen believes that the banking sector will reflect signs of a bottom in real estate earlier and is expected to lead the valuation recovery.

Regarding the brokerage sector, Wang Wen sees great potential as China’s stock market enters a long-lasting bull cycle with ample upward space. In the process of asset securitization, virtualization, and monetization across society, securities firms will have considerable room for imagination. Currently, the market’s understanding of brokerages is still insufficient.

“The current market is in a bull market environment, and asset allocation should have a certain degree of aggressiveness.” Wang Wen stated that this year will be a year of good market performance.

For the Hong Kong stock market, Wang Wen pointed out that historical experience shows that Hong Kong stocks tend to experience significant rises every few years, with the core logic still being “cheapness is the hard truth.” (Report by Ding Xinqing, The Paper)

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