Who is buying Hong Kong stocks and what are they buying?
Foreign capital is an important incremental fund for the current rise in the Hong Kong stock market, preferring the consumer and information technology sectors.
How to Capitalize on the Ongoing Bull Market for Chinese Stocks
China's stock market is booming across the board! Goldman Sachs: both long funds and hedge funds are buying heavily.
Long-term investors mainly focus on buying consumer and financial stocks, while hedge funds perform particularly well in financial stocks. Both types of investors show a clear 'fear of missing out' sentiment, with foreign hedge funds focusing on baijiu and electric vehicle battery sectors.
Goldman Sachs top traders respond to investors' most pressing question: Global stock markets, should you chase gains or not?
Goldman Sachs' head of hedge fund research Tony Pasquariello stated in the latest report that he still believes the market's main trend is upward, and certainly does not intend to stand in front of the central bank's 'cannons,' however, the market has already priced in much of these. There are two additional factors to pay attention to: earnings season and the US presidential election. China's policies have shifted, marking the beginning of a new trading cycle.
In the past week, thousands of foreign institutions bought Hong Kong stocks! Strong inflow of foreign capital, industry insiders exclaimed: next level!
1. Recently, Hong Kong stocks have been strong, with foreign capital accelerating their buy-in of Hong Kong stocks in the past week; 2. Foreign capital's recent views have been expressing bullish sentiments towards the Hong Kong stock market after the Fed interest rate cut.
The 'Action Plan' for promoting the entry of medium and long-term funds into the market is released! Each of the five major categories of long money has its own arrangement.
1. "Long-term and long-term investment" has received guiding opinions, with two departments offering three major measures; 2. What are the obstacles for mid-to-long-term funds entering the market? How to break through? Each of the five categories of funds has new highlights.
