The best-performing major Assets in 2024 will be: Bitcoin, Gold, US stocks, and Chinese long-term bonds.

Huatai Fixed Income states that the leading Assets in 2024 will include Bitcoin, Gold, US stocks, and China long-term bonds, while lagging Assets will include domestic Commodities, Euros, and Crude Oil Product. From the perspective of the Industry and individual stocks, the leading Assets are backed by long-term trends such as changes in the AI Technology Industry Chain, China's emotional Consumer chain, and safe-haven Assets in an uncertain environment.

wallstreetcnDec 30 09:20

China is considering the largest special government bonds in history! The market is waiting for the Santa Claus rally, and the yen has been warned.

Driven by the rise in stock prices of technology giants on Wall Street, European stock markets rose on Tuesday (December 24) in light trading before the Christmas holiday, following the upward trend in Asia. Meanwhile, US Treasury and the dollar showed little change. Additionally, China plans to issue 3 trillion yuan in special treasury bonds next year to support the economy.

FX168Dec 24 18:56

A-shares and Hong Kong stocks rose, the GEM increased by 0.59%, flying Autos surged, and government bond Futures collectively rose.

The concept of flying cars has seen a surge, with Wolong Electric Group hitting the limit up, followed by Citic Offshore Helicopter, Zhejiang Jindun Fans, Zhejiang Wanfeng Auto Wheel, Shangluo Electronics, and Hebei Jianxin Chemical also rising. On the news front, the General Office of the CPC Central Committee and the State Council issued "Opinions on Accelerating the Construction of a Unified and Open Transportation Market," aiming to deepen the reform of low-altitude airspace management and develop General Aviation and the low-altitude economy.

wallstreetcnDec 24 09:44

A-shares and Hong Kong stocks are rising, interbank bond yields are generally declining, and the yield on 10-year government bonds has fallen to 1.6645%.

The yield of the 1-year government bond 200013 decreased by 7.5 basis points to 0.94%, the yield of the 10-year government bond 240011 decreased by 3.05 basis points to 1.6645%, and the yield of the 30-year government bond 2400006 decreased by 2.75 basis points to 1.92%.

wallstreetcnDec 23 09:37

What do new highs in U.S. Treasury bonds and new lows in Chinese bonds mean for Hong Kong stocks?

The combination of "new highs in US bonds and new lows in Chinese bonds" has a neutral or even somewhat negative impact on Hong Kong stocks, and historical experience often reflects this.

CICC strategyDec 22 18:11

For the first time since 2009! The yield on China's one-year government bonds has fallen below 1%.

On Friday (December 20), China's short-term Bonds yields fell further, for the first time dropping below 1%, creating a psychological barrier since the Global financial crisis, as traders increased their bets on MMF easing.

FX168Dec 20 14:19