Goldman Sachs firmly calls for the rise of Chinese stocks: expected to rise within 2-3 months after the US election!
①Goldman Sachs strategists' latest forecast predicts that Chinese stocks will rise within two to three months after the US presidential election; ②The firm believes that China's economic stimulus measures have created the so-called "policy put options" to protect investors in the Chinese stock market from the impact of declines.
Hong Kong stock market sectors generally fell, with trading volume increasing to 160 billion Hong Kong dollars. Institutions believe Hang Seng Index at 19,500 points is worth investing in.
Produced jointly by Zhongtai International and CaiLian News.
USA election enters countdown, these markets have become "safe havens"
①In the final stage of the usa election, investors are selling the yen in droves and instead investing in cash, india, china markets, and some assets denominated in Singapore dollars; ②Pictet Asset Management said: "We actually think china is a good place to hide."
The central bank has once again introduced a new liquidity management tool, suitable for the habits of overseas investors, which can better hedge the concentrated maturity of MLF by the end of the year.
1. This is also a new tool launched by the central bank after temporary reverse repurchase and bond trading since the beginning of this year; 2. The term of buy-back repurchase does not exceed 1 year, which can further enrich the liquidity management tools and better hedge the concentrated maturity of MLF before the end of the year; 3. Overseas investors are more accustomed to the buy-back repurchase commonly used internationally.
The offshore market is experiencing a "surging undercurrent", how are various funds affecting the rebound momentum of Hong Kong stocks?
①The offshore market is "surging undercurrents", how will foreign capital position itself in Hong Kong stocks? ②Various funds are fiercely competing, how will this impact the rebound momentum of Hong Kong stocks?
Daiwa: PBOC's new policies implemented, A-share sentiment index significantly increased within a week.
The morgan stanley MSASI indicator measuring A-share investor sentiment rose 23 percentage points to 105% as of October 16. Morgan Stanley believes that the current market valuation already includes a considerable amount of optimism, expecting high volatility in the short term, and recommending focusing on stocks with high dividend yields and companies with good earnings certainty.
