Bullish is coming! Foreign capital, show their "cards"!
At a critical moment, foreign investment giants have spoken up.
Huachuang Securities: The trading heat of Hong Kong stocks has declined. With improved liquidity environment, the market may enter a Risk on period.
Huachuang Securities released research reports stating that Hong Kong stocks still have valuation advantages compared to A shares; Trump's election victory and the domestic National People's Congress 10 trillion fiscal plan landing may signal the beginning of a Risk-on market phase, with liquidity environment expected to further improve in the next 3-6 months.
Blue chip weight generally fell, Hang Seng Index broke through and probed lower, the US dollar surged and offshore risks fermented | Hong Kong stock market benchmark
1. With the general decline in the weight of blue chips, the Hang Seng Index broke through the position and probed lower, how is the capital acceptance? 2. The soaring dollar and the offshore risk fermentation, what impact will it have on the market?
J.P. Morgan Asset Management: The average annual expected return on Chinese stocks in the next 10-15 years is 7.8%, with a buy rating.
Morgan Stanley's Chief Market Strategist for Asia-Pacific, Jonathan Garner, stated that the bank's average annual expected return on China stocks for the next 10-15 years is 7.8% (in US dollars).
Canadian mining tycoon: china is not afraid of Trump's tariff stick, the situation is very different now!
①Canadian mining tycoon Robert Friedland stated that China's reduced dependence on the US economy since the "Trump 1.0" era has made it more capable of resisting tariffs proposed by Trump. ②According to Capital Economics' calculations, US demand for Chinese commodities accounts for less than 3% of China's GDP.
Hong Kong stocks experienced a deep correction, while A50 futures turned downward! What happened?
In the afternoon, the Hang Seng Index suddenly fell below the 20,000 point mark, dropping more than 2%. In addition, the Hang Seng Technology also saw an expanded decline.