A-Shares Await Liquidity Clarity As Technology Conviction Rebuilds

China Asset Management Company 2 Followers Follow Summary This week, both China and the U.S. are set to release CPI and PPI data, with U.S. CPI likely to play an important role in shaping expectations for the September FOMC meeting. In the short term, with the technology narrative still developing and liquidity expectations awaiting greater clarity, an extreme growth-led market style may be difficult to reemerge. A more balanced allocation across growth and value is therefore preferred, including the CSI 300, STAR & ChiNext 50, and Dividend Low Volatility strategies as core portfolio positions. Over the medium term, following deleveraging in the technology sector and concerns over ROI, bullish conviction is beginning to rebuild. Igor Kutyaev/iStock via Getty Images Market Review Heightened external uncertainty and the absence of a clear theme drove active rotation across A-shares, with media, agriculture and defense-related sectors taking turns leading the market. Liquidity expectations fluctuated sharply amid the This article was written by China Asset Management Company 2 Followers Follow China Asset Management Company (ChinaAMC) is a leading asset manager in China. Founded in April 1998, it is headquartered in Beijing. With RMB 3.15 trillion (US$465.3 billion) in Assets Under Management as of June 30, 2026, it is one of the largest asset managers in China. Through its HK subsidiaries and partnership network around the world, ChinaAMC provides global investors with professional access to China's capital markets.