Chen Guo, deputy director and chief strategist at Eastmoney Securities, says conditions for a Q3 rebalancing in China’s stock market are in place as leadership shifts from single to multiple drivers. Previously oversold assets—notably some high-quali

2026-07-13

Chen Guo, deputy director and chief strategist at Eastmoney Securities, says conditions for a Q3 rebalancing in China’s stock market are in place as leadership shifts from single to multiple drivers. Previously oversold assets—notably some high-quality blue chips hit in mid-to-late June panic selling—could recover first. Recommended sector exposure: non-bank financials, innovative drugs, internet, consumer staples, gaming, coal and lithium batteries. Thematic focuses: commercial space and robotics. Medium-term preference remains domestic AI-chain real-tech leaders.