Vanke won the battle to protect its cash flow.
Emerging from the pain.
How to promote the entry of long-term funds into the market? The fifth session of the Shanghai Lujiazui Finance & Trade Zone Development Financial Salon discussed the "Long Money, Long Investment" coordinated by multiple parties.
On March 29, the fifth session of the Shanghai Lujiazui Finance & Trade Zone Development Financial Salon was held in Shanghai; this salon brought together authoritative representatives from the fields of social security Fund, public Fund, REITs, Insurance, and others to collectively analyze the real challenges and solutions for mid- to long-term capital entering the market.
Directly addressing the China Pacific Insurance Earnings Conference: The management of liability costs and investment pressure continues to increase. By 2025, there will be an increase in allocation to long-term interest rate bonds without over-concentrat
① Continue to strengthen the allocation of long-term interest rate bonds to effectively extend the duration of Fixed Income Assets; ② Actively and effectively increase the allocation of equity assets and alternative investments such as unlisted equities; ③ High dividend stocks in Hong Kong are very attractive, and there will not be excessive stakes in a single Industry.
Last year, net additions exceeded 100 billion. China Life Insurance executives stated at the Earnings Conference: remain optimistic; the proportion of equity investment will be moderately increased by 2025.
① In 2024, the net increase in positions will exceed 100 billion for the whole year, and the proportion of equity Asset investments will moderately increase in 2025, continuing to steadily allocate high-dividend and low-volatility assets. ② It is necessary to consider the company's ability to pay after dividends and the impact of profit fluctuations, and to smooth the dividend levels.
Last year's profits tripled, and New China Life Insurance's annual report reallocates high-dividend assets.
The allocation to high dividend OCI Assets has increased to 500%.
Honghu Private Equity has increased by another 20 billion, and the China Life Insurance Earnings Conference revealed the "increased investment plan".
High dividend + low volatility dividends + alternative Assets are the focus of equity allocation.
YuriKatz : it will only fly when the results is out and have to be a flying colors results
Omnipotent : I thought this was an old news from January?