On May 28, the Shenzhen Stock Exchange 2026 Global Investor Conference commenced in Shenzhen. Centered on the theme "Capital Markets and Innovative Growth—China's Opportunities Under the '16th Five-Year Plan'," En Xuehai, Chairman of China Asset Management Solutions at J.P. Morgan Asset Management, participated in a roundtable discussion exploring the logic of asset allocation in China during the era of "long-term capital, long-term investment," balancing stability and ambition.
En Xuehai stated, "We have always been optimistic about the Chinese market and hope to consistently uphold the philosophy of 'long-term capital, long-term investment.' As mentioned regarding 2026, we observe that many long-term investment frameworks are already fully established. Numerous investment returns are projected at a minimum annual rate of approximately 7.7%, with many far exceeding this benchmark. I am highly optimistic about long-term investments in China and believe market valuations for Chinese investment targets will continue to rise. Thus, China remains an exceptionally favorable destination for long-term investment. From J.P. Morgan's perspective, we recently held the 22nd China Investment Summit in Shanghai, inviting hundreds of institutional investors and representatives from asset management firms across various regions. We also organized numerous one-on-one meetings and panel discussions with listed companies. Our goal is to identify an increasing number of investment targets or high-quality portfolios in China, enabling us to provide clients with superior, cutting-edge solutions."
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