Xin Hua Cai Jing·2026-01-28 12:00Group 1 - The 2026 Global Asset Allocation White Paper was launched at a conference co-hosted by Bank of China Sichuan Branch and Industrial Securities, attended by over 500 guests from banking and securities sectors [1][3] - Bank of China is the first Chinese commercial bank to release personal financial asset allocation strategies from a buy-side perspective, offering comprehensive financial services through a private banking platform [3] - The report highlights opportunities for global asset reallocation due to the dual impact of tariff shocks and monetary easing, suggesting a slow bull market in A-shares and a continued valuation reassessment in Hong Kong stocks [3] Group 2 - Industrial Securities' chief economist analyzed the macroeconomic landscape for 2026, indicating a critical period of transition between old and new economic drivers, with geopolitical restructuring creating new investment paradigms [3] - The resilience of the Chinese economy is emphasized, showcasing a balance between market forces and macroeconomic regulation, with significant market hotspots expected to emerge for forward-looking investors [3]