Halo trade reshapes Wall Street portfolios. Is China set to lead the heavy-asset era?
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Source: South China Morning Post
Published: 2026-03-11 14:00 UTC+10:00
Section: Goldman Sachs
Factuality Score: 100
Opinion Category: Neutral
Topics: Asia, Technology & AI, Economy & Finance, China, Financial Markets, Tax & Budget, Trade & Sanctions, World News, Business & Economy, Asia Pacific
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Snippet:
The investment strategy gains momentum as AI spending, geopolitics and inflation boost demand for firms with heavy assets, low obsolescence
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