Why do people say that core assets have great investment value?

It is very simple, after the epidemic era, the world will fall into a shortage of high-quality assets, the performance of sustained growth of China's core assets belong to the global scarcity of high-quality assets. The following is some information I found, owners can look at.

1> economic fundamentals support - China's economy into the stage of high-quality development.

China's economy in the medium and long term three major driving forces: scientific and technological innovation, domestic demand expansion, reform and opening up. China's core assets will show a general trend of increasing competitiveness, the strong are stronger, and efforts to shape world-class great enterprises.

2> The age of innovation is truly upon us - the restructuring of China's financial system determines the megatrend of core assets.

China's economy has stepped into the late stage of industrialization led by innovation drive, and the shift from factor-driven and debt-driven to innovation-driven has pushed the capital market towards the era of equity. The system innovation represented by the Science and Technology Innovation Board (STB) will promote China's capital market to effectively serve the real economy.

3> Domestic and foreign funds drive - the investor structure shows internationalization and institutionalization, driving A-shares to maturity.

With the reform and opening up of the capital market, foreign institutional investors represented by sovereign funds and pensions will become the main source of incremental capital. Whether foreign or domestic, incremental funds are mainly institutional investors, more willing to choose the leading valuation premium, more willing to give the fundamentals to determine the growth of the asset valuation premium.