the new stimulus should revive growth and should be broad ba...

the new stimulus should revive growth and should be broad based since it reduce borrowing cost and increase market liquidity.

properties stocks and stocks that have significant borrowings should do well and with recovery of properties all other sectors should also benefit.

insurance sector may be fairly mixed although overall I think it should be better off too since the overall recovery will encourage more buying of policies and also boost investment income. lower rates may affect margins though. but overall the plus part should outweigh the minus.

banking sector will likely see a compression of margin since interest rates is going down although the recovery of the market will help to cushion through lower NPL. I think I will prefer to let banking stocks prices goes down first before going heavy on it.

prefer insurance stocks over Bank for now until the insurance stocks prices goes up and bank goes down enough.

insurance stocks and banking stocks provide growth and decent dividends especially when looking at H shares which trade at heavy discount to A shares counter parts so yes I will be looking at these counters.