Opinion | When interest rate cuts come, what to buy? Looking at interest rate cut conditions and asset allocation from historical experience

Judging from the performance of various industry indices after the first interest rate cut in previous cycles, after three months of interest rate cuts, industries with strong growth, such as pharmaceuticals, biology, electronics, and media, registered the highest gains, while the financial, real estate, and cyclical sectors performed relatively poorly, while the consumer sector saw moderate gains.

李迅雷金融與投資Dec 20, 2021 08:13

Weekly Strategy: Continued interpretation of the New Year's Eve market! Incremental capital relay, blue chip market continues

The agency said that the policy tone for steady growth and future policy synergies will push the economy to recover beyond expectations. Intensive policy implementation and data disclosure will clearly boost market confidence. It is suggested that Hong Kong stocks with relatively low valuations are leading the Internet.

券商中國Dec 13, 2021 07:16

Where are housing prices in Shenzhen really “expensive”?

There are four main factors that influence housing prices in a region: policy, population inflows, land supply, and the size of money issued. In Shenzhen, the inflow of people continues to increase, so it is unlikely that housing prices will fall significantly in response to it.

富途鄔必偉Sep 16, 2021 10:56

Buffett taught you how to invest in the Chinese stock market

Buffett has been investing in value throughout his life. He suggested that small to medium investors in China reduce speculation that they buy low and sell high in the short term. It is best to choose a package of good Chinese stocks and invest an appropriate amount of money to hold them for decades, which will yield good returns.

視頻蒐羅官Apr 15, 2021 23:02

Liu Run: Only by having a financial mindset can you understand industry secrets

Finance is like looking through an X-ray of business; through it, you can see through the basic logic of many businesses.

刘润Aug 8, 2020 09:32

“Super Week” is here! Eight charts looking ahead to China's core data for July

Net credit bond financing may fall back to a new low during the year, and the issuance of new local bonds has stalled.

Wind资讯Aug 8, 2020 08:58