睿远基金总经理饶刚：中国企业出海将是长期值得挖掘的投资机遇

Core Viewpoint - The global liquidity easing trend remains the primary driver of asset pricing, despite the differentiated monetary policies in Europe, the U.S., and Japan [1] Group 1: Global Economic Outlook - By 2026, the influence on global asset pricing is expected to shift from being solely driven by monetary policy to a combination of monetary and fiscal policies [1] Group 2: Investment Opportunities - The rapid development of AI in recent years presents significant macro-level volatility, representing both risks and opportunities that cannot be overlooked [1] - China's manufacturing sector is advancing, with both risks and opportunities in overseas investments; currently, China's overseas investment returns are lower than those of some developed countries, but Chinese manufacturing firms possess significant cost-performance advantages, making overseas expansion a long-term investment opportunity worth exploring [1] - Many leading consumer companies in China now offer dividend yields exceeding 4% and have stable demand, which may indicate potential future increases in domestic demand, presenting left-side allocation value [1]