# Zhang Yidong
Latest news and articles about Zhang Yidong
Total: 4 articles found
The Summer Chill: Navigating China’s N-Shaped Market Volatility
Haitong International forecasts an 'N-shaped' volatile summer for Chinese stocks, driven by high U.S. Treasury yields and geopolitical risks in the Middle East. Despite short-term turbulence, analysts maintain a long-term bullish stance on 'hardcore' technology and security-related assets.
The Long Game: Why China’s 'Hard-Core' Assets are Primed for a Strategic Bull Run
Haitong International’s Zhang Yidong outlines a bullish case for Chinese equities, emphasizing a shift toward 'hard-core' assets in technology and manufacturing. Despite summer volatility, low valuations in Hong Kong and structural economic pivots suggest a long-term upward trajectory for patient investors.
Trump’s Iranian De-escalation: A Tactical Pivot Toward the 2026 Midterms
Donald Trump's announcement of a two-week ceasefire with Iran is viewed by market analysts as a calculated move to focus on the 2026 U.S. Midterm elections. This tactical de-escalation is expected to redirect global capital toward 'hard-core' Chinese assets and high-tech sectors as geopolitical risk premiums stabilize.
China Economist: Middle East Shock Favors Gold and Defence Over Oil for Long‑Term Investors
Haitong economist Zhang Yidong argues that recent Persian Gulf violence reflects a deeper global power reordering and will drive a strategic revaluation of assets. While oil and tanker markets may spike on risk, gold and defence stocks offer stronger long‑term allocation value amid sustained geopolitical uncertainty.