China has taken the lead! Wall Street strategists: the next "Trump trade" may be outside of the USA.
①When looking to the future, Jay Pelosky, the founder and global strategist of the New York investment consulting firm TPW Advisory, has insights that differ from many mainstream market views; ②He believes that Trump's victory might ultimately serve as an important catalyst - driving the usa market to end its long-standing excellent performance.
Brokerage Morning Meeting Highlights: Subsequent new round of policy deployments will significantly boost market confidence.
At today's brokerage morning meeting, citic sec stated that it is expected that the central economic work conference will continue its proactive attitude towards next year's macro policies, and the subsequent new round of policy deployment will significantly boost market confidence; htsc believes that medical insurance cost control opens up new space for commercial insurance; china securities co.,ltd. proposed that by 2025, four types of investment opportunities in the colored allocation should be focused on.
Goldman Sachs A-shares 2025 Heavyweight Strategy Outlook: Domestic funds will grasp pricing power! Overweight A-shares before H, industry focus on consumer stocks!
Goldman Sachs believes that compared to Hong Kong stocks, A-shares are more sensitive to policy easing and personal investment capital flows. The first quarter of next year will be a better time to allocate to Hong Kong stocks. In terms of sectors, analysts recommend that investors pay attention to themes such as consumer, emerging markets exporters, specific new technologies, and shareholder return strategies.
A-shares and Hong Kong stocks are up, with the gem rising more than 1%, led by photovoltaics, chips, and non-ferrous metals.
PV concept stocks in A-shares rose at the beginning of the market, Suzhou Good-Ark Electronics hit the limit up, Sungrow Power Supply, Deli Technology rose more than 6%, Ginlong Technologies, Suzhou Maxwell Technologies, and Orise Technology quickly followed the upward trend.
Schroder: China is actively promoting economic growth in conjunction with the usa's moderate interest rate cut outlook, improving investment prospects in asia.
Schroders' Chief Investment Officer of Diversified Assets, She Kangru, stated that looking ahead, Schroders remains optimistic about the overall fundamentals of the Asian bonds market, especially after the bond index has undergone adjustments with lower quality companies being excluded, particularly high-yield real estate firms.
China Securities Co., Ltd.: A-shares should be accumulated when the price drops, avoiding micro-trading speculation.
In October, M2 and other financial data were better than expected, and expectations for interest rate cuts and reserve requirement ratio reductions remain. Liquidity is expected to remain ample; signs of improvement in the fundamentals have emerged, and a continued gradual recovery is anticipated. Moreover, there are still expectations for incremental policies, although there is a time lag between the implementation of policies and the confirmation of fundamentals, while the market often leads the fundamentals.
Alley2000 : This is a garbage