The Chinese market is booming! Three bullish factors have led to a fundamental shift in the views of global investors.
① The Chinese market has recently attracted a large number of overseas investors due to DeepSeek and government stimulus measures, driving market activity; ② Data shows that the total issuance amount of stocks by Chinese companies in the first quarter reached 16.8 billion USD, a year-on-year increase of 118%; ③ Investment bankers point out that favorable policies, innovation, and appropriate valuations will continue to attract overseas investors, and the global perspective on the Chinese market has undergone a fundamental change.
Foreign investors are optimistic about China Stocks: there is definitely still room for growth!
On March 24, the Milken Institute Global Investors Conference was held in Hong Kong, where several investors believed that Stocks in China have more room for growth; Oliver Weisberg, CEO of Blue Pool Capital, stated that foreign investors have increased their investments in Hong Kong, and the Hong Kong stock market is expected to return to its rightful position.
Hong Kong Stock Morning Report｜Our country will implement comprehensive measures to expand consumption. Most China Concept Stocks are down.
1. The country will implement comprehensive measures to expand consumption; the new policy on consumer loans allows for the personal consumption loan self-payment cap to be increased from 0.3 million yuan to 0.5 million yuan in stages. 2. Trump and the U.S. Secretary of Defense made speeches stating that Russia and Ukraine will soon achieve a complete ceasefire. 3. The three major U.S. stock indices rose last Friday, while most China Concept Stocks declined. 4. Speculative traders have shifted to Put the dollar for the first time since Trump's victory.
Hong Kong Stock Morning Report | Siasun Robot&Automation and AI received further policy support. CHINA MOBILE's net profit exceeded 130 billion yuan last year.
① Shanghai Pudong: Will focus on humanoid robots, large models and other fields to create distinctive landmark parks. ② ShanDong: Vigorously promote the innovative development of AI and humanoid robot industries. ③ Foxconn Chairman Liu Yangwei: In two years, the Server business is expected to exceed the iPhone business, possibly achieving this year. ④ The State Council General Office: Improve the quality of Traditional Chinese Medicine to promote high-quality development of the Traditional Chinese Medicine industry.
The trillion leverage game may come to an end! Major reforms in Hong Kong's IPOs allow for financing of up to 90%.
① When the leverage ratio of the IPO Subscription funds exceeds 90%, does it imply that the issuance pricing has deviated from the fundamentals and has evolved into a capital-driven speculation? ② Under the current system with no leverage ceiling, how do Brokerages form a systemic risk loop through "financing concentration - collateral valuation - liquidation chain reaction"?
Goldman Sachs: The effective tax rate in the USA may soar to its highest level in decades this year, Bullish on China's A-shares and Listed in Hong Kong.
①Goldman Sachs expects that the effective tax rate in the USA will rise by an average of 10 percentage points this year, the highest level in decades, which could lower the GDP growth forecast for the USA in 2025 to 1.7%; ②Goldman Sachs is Bullish on European stocks and China's A-shares and Listed in Hong Kong, expecting that the European stock market will continue to outperform Large Cap, and has raised the earnings per share growth forecast for Europe.
Daring Lu : China is the next Super power.